San Luis 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
2023
Q4
Sell
-2,442
Closed -$210K 65
2023
Q3
$210K Sell
2,442
-4,960
-67% -$427K 0.1% 68
2023
Q2
$698K Sell
7,402
-1,072
-13% -$101K 0.25% 99
2023
Q1
$842K Sell
8,474
-1,935
-19% -$192K 0.32% 84
2022
Q4
$953K Buy
+10,409
New +$953K 0.89% 39