Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Hold |
0
| – | – | – | 800 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 863 |
|
|
2022
Q2 | – | Sell |
-35
| Closed | -$4K | – | 983 |
|
|
2022
Q1 | $4K | Hold |
35
| – | – | ﹤0.01% | 691 |
|
|
2021
Q4 | $4K | Hold |
35
| – | – | ﹤0.01% | 842 |
|
|
2021
Q3 | $3K | Hold |
35
| – | – | ﹤0.01% | 826 |
|
|
2021
Q2 | $3K | Hold |
35
| – | – | ﹤0.01% | 844 |
|
|
2021
Q1 | $3K | Sell |
35
-275
| -89% | -$23.6K | ﹤0.01% | 848 |
|
|
2020
Q4 | $29K | Buy |
310
+35
| +13% | +$3.27K | 0.01% | 445 |
|
|
2020
Q3 | $28K | Hold |
275
| – | – | 0.01% | 422 |
|
|
2020
Q2 | $22K | Hold |
275
| – | – | 0.01% | 409 |
|
|
2020
Q1 | $18K | Hold |
275
| – | – | 0.01% | 399 |
|
|
2019
Q4 | $22K | Sell |
275
-17
| -6% | -$1.36K | 0.01% | 443 |
|
|
2019
Q3 | $25K | Sell |
292
-29
| -9% | -$2.48K | 0.01% | 452 |
|
|
2019
Q2 | $27K | Buy |
321
+46
| +17% | +$3.87K | 0.01% | 435 |
|
|
2019
Q1 | $24K | Hold |
275
| – | – | 0.01% | 447 |
|
|
2018
Q4 | $23K | Buy |
+275
| New | +$23K | 0.01% | 411 |
|
|
2018
Q2 | – | Sell |
-27
| Closed | -$3K | – | 836 |
|
|
2018
Q1 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 774 |
|
|
2016
Q3 | – | Sell |
-198
| Closed | -$15K | – | 938 |
|
|
2016
Q2 | $15K | Buy |
+198
| New | +$15K | 0.01% | 469 |
|
|
2016
Q1 | – | Sell |
-295
| Closed | -$18K | – | 876 |
|
|
2015
Q4 | $18K | Buy |
+295
| New | +$18K | 0.01% | 466 |
|
|
2015
Q2 | – | Sell |
-350
| Closed | -$26K | – | 723 |
|
|
2015
Q1 | $26K | Buy |
+350
| New | +$26K | 0.02% | 375 |
|
|
2014
Q2 | – | Sell |
-20
| Closed | -$1K | – | 829 |
|
|
2014
Q1 | $1K | Sell |
20
-310
| -94% | -$15.5K | ﹤0.01% | 577 |
|
|
2013
Q4 | $19K | Sell |
330
-20
| -6% | -$1.15K | 0.01% | 353 |
|
|
2013
Q3 | $21K | Sell |
350
-50
| -13% | -$3K | 0.01% | 279 |
|
|
2013
Q2 | $23K | Buy |
+400
| New | +$23K | 0.02% | 240 |
|