Mariner Wealth Advisors (Cincinnati)’s C.H. Robinson CHRW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $596K | Buy |
6,082
+102
| +2% | +$10K | 0.03% | 175 |
|
|
2018
Q2 | $500K | Buy |
5,980
+175
| +3% | +$14.6K | 0.03% | 193 |
|
|
2018
Q1 | $544K | Buy |
5,805
+190
| +3% | +$17.8K | 0.03% | 175 |
|
|
2017
Q4 | $500K | Buy |
5,615
+615
| +12% | +$54.8K | 0.03% | 182 |
|
|
2017
Q3 | $381K | Sell |
5,000
-115
| -2% | -$8.76K | 0.02% | 196 |
|
|
2017
Q2 | $351K | Buy |
5,115
+400
| +8% | +$27.4K | 0.02% | 200 |
|
|
2017
Q1 | $364K | Sell |
4,715
-255
| -5% | -$19.7K | 0.03% | 202 |
|
|
2016
Q4 | $364K | Sell |
4,970
-25
| -0.5% | -$1.83K | 0.03% | 189 |
|
|
2016
Q3 | $352K | Buy |
4,995
+140
| +3% | +$9.87K | 0.03% | 196 |
|
|
2016
Q2 | $360K | Buy |
4,855
+755
| +18% | +$56K | 0.03% | 191 |
|
|
2016
Q1 | $304K | Sell |
4,100
-815
| -17% | -$60.4K | 0.03% | 189 |
|
|
2015
Q4 | $305K | Buy |
+4,915
| New | +$305K | 0.03% | 191 |
|
|
2015
Q1 | $424K | Buy |
5,795
+75
| +1% | +$5.49K | 0.06% | 120 |
|
|
2014
Q4 | $428K | Sell |
5,720
-475
| -8% | -$35.5K | 0.06% | 122 |
|
|
2014
Q3 | $411K | Sell |
6,195
-180
| -3% | -$11.9K | 0.07% | 118 |
|
|
2014
Q2 | $407K | Buy |
6,375
+745
| +13% | +$47.6K | 0.06% | 109 |
|
|
2014
Q1 | $295K | Buy |
5,630
+475
| +9% | +$24.9K | 0.05% | 118 |
|
|
2013
Q4 | $301K | Sell |
5,155
-85
| -2% | -$4.96K | 0.05% | 121 |
|
|
2013
Q3 | $312K | Sell |
5,240
-830
| -14% | -$49.4K | 0.06% | 99 |
|
|
2013
Q2 | $342K | Buy |
+6,070
| New | +$342K | 0.07% | 90 |
|