Tradition Wealth Management’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
Q1 | – | Sell |
-1,040
| Closed | -$90K | – | 515 |
|
2023
Q4 | $90K | Buy |
1,040
+2
| +0.2% | +$173 | 0.01% | 502 |
|
2023
Q3 | $89K | Sell |
1,038
-11
| -1% | -$943 | 0.01% | 470 |
|
2023
Q2 | $99K | Buy |
1,049
+24
| +2% | +$2.27K | 0.01% | 458 |
|
2023
Q1 | $102K | Buy |
1,025
+470
| +85% | +$46.8K | 0.01% | 436 |
|
2022
Q4 | $51K | Buy |
555
+20
| +4% | +$1.84K | 0.01% | 519 |
|
2022
Q3 | $52K | Hold |
535
| – | – | 0.01% | 498 |
|
2022
Q2 | $54K | Hold |
535
| – | – | 0.01% | 442 |
|
2022
Q1 | $58K | Sell |
535
-22
| -4% | -$2.39K | 0.01% | 475 |
|
2021
Q4 | $60K | Sell |
557
-93
| -14% | -$10K | 0.01% | 492 |
|
2021
Q3 | $57K | Hold |
650
| – | – | 0.01% | 474 |
|
2021
Q2 | $61K | Sell |
650
-68
| -9% | -$6.38K | 0.01% | 486 |
|
2021
Q1 | $69K | Hold |
718
| – | – | 0.01% | 378 |
|
2020
Q4 | $67K | Buy |
+718
| New | +$67K | 0.01% | 357 |
|