Marks Group Wealth Management’s C.H. Robinson CHRW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,413
| Closed | -$322K | – | 275 |
|
|
2023
Q2 | $322K | Sell |
3,413
-121
| -3% | -$11.4K | 0.04% | 244 |
|
|
2023
Q1 | $351K | Buy |
+3,534
| New | +$351K | 0.04% | 234 |
|
|
2022
Q4 | – | Sell |
-2,138
| Closed | -$206K | – | 281 |
|
|
2022
Q3 | $206K | Hold |
2,138
| – | – | 0.03% | 260 |
|
|
2022
Q2 | $217K | Hold |
2,138
| – | – | 0.03% | 273 |
|
|
2022
Q1 | $230K | Buy |
+2,138
| New | +$230K | 0.03% | 283 |
|