OAM
Optimal Asset Management’s C.H. Robinson CHRW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $4.33M | Buy |
49,734
+123
| +0.2% | +$10.7K | 0.54% | 52 |
|
|
2021
Q2 | $4.65M | Hold |
49,611
| – | – | 0.55% | 47 |
|
|
2021
Q1 | $4.73M | Sell |
49,611
-2,399
| -5% | -$229K | 0.61% | 39 |
|
|
2020
Q4 | $4.88M | Hold |
52,010
| – | – | 0.69% | 23 |
|
|
2020
Q3 | $5.32M | Buy |
52,010
+4,364
| +9% | +$446K | 0.77% | 21 |
|
|
2020
Q2 | $3.77M | Sell |
47,646
-24,469
| -34% | -$1.93M | 0.61% | 33 |
|
|
2020
Q1 | $4.77K | Buy |
72,115
+46,829
| +185% | +$3.1K | 0.45% | 60 |
|
|
2019
Q4 | $1.98M | Buy |
+25,286
| New | +$1.98M | 0.3% | 123 |
|