TCI 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
Q2 | – | Sell |
-147
| Closed | -$14.6K | – | 576 |
|
|
2023
Q1 | $14.6K | Sell |
147
-14
| -9% | -$1.39K | ﹤0.01% | 867 |
|
|
2022
Q4 | $14.7K | Sell |
161
-2
| -1% | -$183 | ﹤0.01% | 842 |
|
|
2022
Q3 | $16K | Buy |
163
+14
| +9% | +$1.37K | ﹤0.01% | 756 |
|
|
2022
Q2 | $15K | Hold |
149
| – | – | ﹤0.01% | 759 |
|
|
2022
Q1 | $16K | Hold |
149
| – | – | ﹤0.01% | 792 |
|
|
2021
Q4 | $16K | Buy |
+149
| New | +$16K | ﹤0.01% | 808 |
|
|
2021
Q3 | – | Sell |
-7
| Closed | -$1K | – | 2384 |
|
|
2021
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 2167 |
|
|
2021
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 2021 |
|
|
2020
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 1326 |
|
|
2020
Q3 | $1K | Sell |
7
-7
| -50% | -$1K | ﹤0.01% | 1273 |
|
|
2020
Q2 | $1K | Buy |
14
+12
| +600% | +$857 | ﹤0.01% | 1208 |
|
|
2020
Q1 | $0 | Sell |
2
-41
| -95% | – | ﹤0.01% | 1497 |
|
|
2019
Q4 | $3K | Hold |
43
| – | – | ﹤0.01% | 996 |
|
|
2019
Q3 | $4K | Hold |
43
| – | – | ﹤0.01% | 848 |
|
|
2019
Q2 | $4K | Hold |
43
| – | – | ﹤0.01% | 801 |
|
|
2019
Q1 | $4K | Hold |
43
| – | – | ﹤0.01% | 824 |
|
|
2018
Q4 | $4K | Hold |
43
| – | – | ﹤0.01% | 798 |
|
|
2018
Q3 | $4K | Hold |
43
| – | – | ﹤0.01% | 823 |
|
|
2018
Q2 | $4K | Buy |
+43
| New | +$4K | ﹤0.01% | 828 |
|