One Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,505
| Closed | -$216K | – | 215 |
|
|
2023
Q3 | $216K | Hold |
2,505
| – | – | 0.05% | 173 |
|
|
2023
Q2 | $236K | Buy |
2,505
+32
| +1% | +$3.02K | 0.05% | 182 |
|
|
2023
Q1 | $246K | Buy |
+2,473
| New | +$246K | 0.06% | 168 |
|
|
2019
Q2 | – | Sell |
-1,918
| Closed | -$167K | – | 178 |
|
|
2019
Q1 | $167K | Buy |
+1,918
| New | +$167K | 0.14% | 132 |
|
|
2018
Q4 | – | Sell |
-1,533
| Closed | -$150K | – | 167 |
|
|
2018
Q3 | $150K | Buy |
+1,533
| New | +$150K | 0.11% | 153 |
|