Mount Yale Investment Advisors’s C.H. Robinson CHRW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Buy |
3,944
+1,934
| +96% | +$186K | 0.03% | 401 |
|
|
2025
Q1 | $206K | Buy |
+2,010
| New | +$206K | 0.02% | 516 |
|
|
2020
Q1 | – | Sell |
-4,637
| Closed | -$335K | – | 296 |
|
|
2019
Q4 | $335K | Sell |
4,637
-2,895
| -38% | -$209K | 0.06% | 265 |
|
|
2019
Q3 | $569K | Sell |
7,532
-5,790
| -43% | -$437K | 0.1% | 173 |
|
|
2019
Q2 | $1.11M | Buy |
13,322
+1,746
| +15% | +$146K | 0.21% | 109 |
|
|
2019
Q1 | $1.01M | Buy |
11,576
+1,201
| +12% | +$104K | 0.19% | 112 |
|
|
2018
Q4 | $935K | Sell |
10,375
-113
| -1% | -$10.2K | 0.19% | 119 |
|
|
2018
Q3 | $953K | Buy |
10,488
+5,092
| +94% | +$463K | 0.17% | 116 |
|
|
2018
Q2 | $451K | Sell |
5,396
-1,341
| -20% | -$112K | 0.09% | 189 |
|
|
2018
Q1 | $631K | Buy |
+6,737
| New | +$631K | 0.14% | 142 |
|