SWA
Sutton Wealth Advisors’s C.H. Robinson CHRW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $9.82K | Buy |
114
+22
| +24% | +$1.9K | ﹤0.01% | 474 |
|
|
2023
Q2 | $8.68K | Hold |
92
| – | – | ﹤0.01% | 482 |
|
|
2023
Q1 | $9.14K | Hold |
92
| – | – | ﹤0.01% | 439 |
|
|
2022
Q4 | $8.42K | Buy |
92
+2
| +2% | +$183 | ﹤0.01% | 999 |
|
|
2022
Q3 | $8.67K | Hold |
90
| – | – | ﹤0.01% | 939 |
|
|
2022
Q2 | $9.12K | Hold |
90
| – | – | ﹤0.01% | 927 |
|
|
2022
Q1 | $9.69K | Buy |
90
+15
| +20% | +$1.62K | ﹤0.01% | 937 |
|
|
2021
Q4 | $8.07K | Buy |
75
+1
| +1% | +$108 | ﹤0.01% | 999 |
|
|
2021
Q3 | $6.44K | Hold |
74
| – | – | ﹤0.01% | 1016 |
|
|
2021
Q2 | $6.93K | Hold |
74
| – | – | ﹤0.01% | 995 |
|
|
2021
Q1 | $7.06K | Buy |
74
+22
| +42% | +$2.1K | ﹤0.01% | 954 |
|
|
2020
Q4 | $4.88K | Hold |
52
| – | – | ﹤0.01% | 982 |
|
|
2020
Q3 | $5.31K | Hold |
52
| – | – | ﹤0.01% | 911 |
|
|
2020
Q2 | $4.11K | Buy |
52
+41
| +373% | +$3.24K | ﹤0.01% | 959 |
|
|
2020
Q1 | $728 | Buy |
11
+3
| +38% | +$199 | ﹤0.01% | 1122 |
|
|
2019
Q4 | $626 | Hold |
8
| – | – | ﹤0.01% | 1143 |
|
|
2019
Q3 | $678 | Hold |
8
| – | – | ﹤0.01% | 1144 |
|
|
2019
Q2 | $675 | Hold |
8
| – | – | ﹤0.01% | 1129 |
|
|
2019
Q1 | $696 | Hold |
8
| – | – | ﹤0.01% | 1137 |
|
|
2018
Q4 | $673 | Hold |
8
| – | – | ﹤0.01% | 1066 |
|
|
2018
Q3 | $783 | Hold |
8
| – | – | ﹤0.01% | 1055 |
|
|
2018
Q2 | $669 | Hold |
8
| – | – | ﹤0.01% | 1078 |
|
|
2018
Q1 | $750 | Hold |
8
| – | – | ﹤0.01% | 1067 |
|
|
2017
Q4 | $713 | Hold |
8
| – | – | ﹤0.01% | 1022 |
|
|
2017
Q3 | $609 | Hold |
8
| – | – | ﹤0.01% | 1027 |
|
|
2017
Q2 | $549 | Sell |
8
-337
| -98% | -$23.1K | ﹤0.01% | 1035 |
|
|
2017
Q1 | $26.7K | Buy |
345
+337
| +4,213% | +$26K | 0.02% | 403 |
|
|
2016
Q4 | $586 | Hold |
8
| – | – | ﹤0.01% | 1004 |
|
|
2016
Q3 | $564 | Hold |
8
| – | – | ﹤0.01% | 996 |
|
|
2016
Q2 | $594 | Hold |
8
| – | – | ﹤0.01% | 963 |
|
|
2016
Q1 | $594 | Buy |
+8
| New | +$594 | ﹤0.01% | 957 |
|