LWM
Lyons Wealth Management’s C.H. Robinson CHRW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-11,476
| Closed | -$885K | – | 51 |
|
|
2017
Q1 | $885K | Sell |
11,476
-71
| -0.6% | -$5.48K | 0.93% | 20 |
|
|
2016
Q4 | $846K | Buy |
11,547
+340
| +3% | +$24.9K | 1.15% | 17 |
|
|
2016
Q3 | $791K | Sell |
11,207
-250
| -2% | -$17.6K | 1.09% | 23 |
|
|
2016
Q2 | $850K | Sell |
11,457
-2,182
| -16% | -$162K | 1.28% | 12 |
|
|
2016
Q1 | $1.01M | Buy |
13,639
+993
| +8% | +$73.6K | 1.45% | 8 |
|
|
2015
Q4 | $782K | Sell |
12,646
-1,721
| -12% | -$106K | 1% | 28 |
|
|
2015
Q3 | $976K | Buy |
14,367
+788
| +6% | +$53.5K | 1.25% | 12 |
|
|
2015
Q2 | $846K | Sell |
13,579
-664
| -5% | -$41.4K | 0.96% | 31 |
|
|
2015
Q1 | $1.04M | Buy |
+14,243
| New | +$1.04M | 1.13% | 27 |
|
|
2014
Q2 | – | Sell |
-10,000
| Closed | -$524K | – | 71 |
|
|
2014
Q1 | $524K | Buy |
+10,000
| New | +$524K | 0.46% | 38 |
|