Old North State 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,861
| Closed | -$252K | – | 109 |
|
|
2024
Q2 | $252K | Buy |
2,861
+22
| +0.8% | +$1.94K | 0.17% | 83 |
|
|
2024
Q1 | $217K | Buy |
+2,839
| New | +$217K | 0.14% | 87 |
|
|
2023
Q4 | – | Sell |
-3,688
| Closed | -$318K | – | 82 |
|
|
2023
Q3 | $318K | Buy |
3,688
+528
| +17% | +$45.5K | 0.28% | 57 |
|
|
2023
Q2 | $299K | Buy |
3,160
+456
| +17% | +$43.1K | 0.26% | 58 |
|
|
2023
Q1 | $269K | Buy |
+2,704
| New | +$269K | 0.25% | 59 |
|