Squar Milner Financial Services’s C.H. Robinson CHRW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-8,603
| Closed | -$680K | – | 38 |
|
|
2020
Q2 | $680K | Buy |
8,603
+521
| +6% | +$41.2K | 0.39% | 68 |
|
|
2020
Q1 | $535K | Buy |
8,082
+1,200
| +17% | +$79.4K | 0.32% | 65 |
|
|
2019
Q4 | $538K | Sell |
6,882
-1,295
| -16% | -$101K | 0.27% | 81 |
|
|
2019
Q3 | $836K | Buy |
8,177
+3,474
| +74% | +$355K | 0.43% | 63 |
|
|
2019
Q2 | $397K | Buy |
4,703
+428
| +10% | +$36.1K | 0.27% | 89 |
|
|
2019
Q1 | $371K | Buy |
4,275
+550
| +15% | +$47.7K | 0.27% | 83 |
|
|
2018
Q4 | $313K | Hold |
3,725
| – | – | 0.3% | 85 |
|
|
2018
Q3 | $365K | Hold |
3,725
| – | – | 0.33% | 74 |
|
|
2018
Q2 | $312K | Hold |
3,725
| – | – | 0.27% | 96 |
|
|
2018
Q1 | $349K | Hold |
3,725
| – | – | 0.44% | 75 |
|
|
2017
Q4 | $359K | Buy |
+3,725
| New | +$359K | 0.43% | 80 |
|