River 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,866
| Closed | -$206K | – | 210 |
|
|
2024
Q3 | $206K | Buy |
+1,866
| New | +$206K | 0.03% | 206 |
|
|
2024
Q2 | – | Sell |
-3,867
| Closed | -$294K | – | 196 |
|
|
2024
Q1 | $294K | Sell |
3,867
-797
| -17% | -$60.7K | 0.04% | 174 |
|
|
2023
Q4 | $403K | Sell |
4,664
-169
| -3% | -$14.6K | 0.06% | 149 |
|
|
2023
Q3 | $416K | Hold |
4,833
| – | – | 0.07% | 149 |
|
|
2023
Q2 | $456K | Sell |
4,833
-382
| -7% | -$36K | 0.08% | 150 |
|
|
2023
Q1 | $518K | Sell |
5,215
-159
| -3% | -$15.8K | 0.09% | 144 |
|
|
2022
Q4 | $492K | Sell |
5,374
-175
| -3% | -$16K | 0.09% | 147 |
|
|
2022
Q3 | $534K | Sell |
5,549
-400
| -7% | -$38.5K | 0.12% | 135 |
|
|
2022
Q2 | $603K | Hold |
5,949
| – | – | 0.11% | 132 |
|
|
2022
Q1 | $641K | Buy |
5,949
+530
| +10% | +$57.1K | 0.1% | 137 |
|
|
2021
Q4 | $583K | Buy |
5,419
+315
| +6% | +$33.9K | 0.09% | 146 |
|
|
2021
Q3 | $444K | Hold |
5,104
| – | – | 0.08% | 157 |
|
|
2021
Q2 | $478K | Buy |
5,104
+165
| +3% | +$15.5K | 0.08% | 150 |
|
|
2021
Q1 | $471K | Buy |
4,939
+575
| +13% | +$54.8K | 0.09% | 151 |
|
|
2020
Q4 | $410K | Buy |
4,364
+155
| +4% | +$14.6K | 0.09% | 153 |
|
|
2020
Q3 | $430K | Buy |
4,209
+1,525
| +57% | +$156K | 0.11% | 140 |
|
|
2020
Q2 | $212K | Buy |
+2,684
| New | +$212K | 0.06% | 175 |
|
|
2019
Q1 | – | Sell |
-225
| Closed | -$19K | – | 205 |
|
|
2018
Q4 | $19K | Hold |
225
| – | – | 0.01% | 343 |
|
|
2018
Q3 | $22K | Hold |
225
| – | – | 0.01% | 365 |
|
|
2018
Q2 | $19K | Buy |
+225
| New | +$19K | 0.01% | 363 |
|