PWAG
Polaris Wealth Advisory Group’s C.H. Robinson CHRW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-14,942
| Closed | -$1.42M | – | 177 |
|
|
2022
Q4 | $1.42M | Sell |
14,942
-193,161
| -93% | -$18.3M | 0.11% | 105 |
|
|
2022
Q3 | $19.6M | Sell |
208,103
-173,661
| -45% | -$16.3M | 1.63% | 23 |
|
|
2022
Q2 | $38.7M | Sell |
381,764
-34,665
| -8% | -$3.51M | 3.09% | 8 |
|
|
2022
Q1 | $42M | Buy |
+416,429
| New | +$42M | 2.81% | 5 |
|