Reilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $20K | Buy |
+184
| New | +$20K | ﹤0.01% | 571 |
|
|
2019
Q3 | – | Sell |
-437
| Closed | -$37K | – | 903 |
|
|
2019
Q2 | $37K | Buy |
437
+2
| +0.5% | +$169 | ﹤0.01% | 406 |
|
|
2019
Q1 | $38K | Buy |
435
+2
| +0.5% | +$175 | ﹤0.01% | 392 |
|
|
2018
Q4 | $36K | Buy |
433
+1
| +0.2% | +$83 | 0.01% | 383 |
|
|
2018
Q3 | $42K | Buy |
+432
| New | +$42K | 0.01% | 399 |
|
|
2017
Q2 | – | Sell |
-95
| Closed | -$7K | – | 944 |
|
|
2017
Q1 | $7K | Buy |
+95
| New | +$7K | ﹤0.01% | 666 |
|
|
2016
Q2 | – | Sell |
-50
| Closed | -$4K | – | 814 |
|
|
2016
Q1 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 719 |
|
|
2015
Q2 | – | Sell |
-149
| Closed | -$11K | – | 1364 |
|
|
2015
Q1 | $11K | Hold |
149
| – | – | ﹤0.01% | 819 |
|
|
2014
Q4 | $11K | Buy |
+149
| New | +$11K | ﹤0.01% | 492 |
|