Triad Financial 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
Q1 | – | Sell |
-2,535
| Closed | -$232K | – | 104 |
|
|
2022
Q4 | $232K | Sell |
2,535
-1
| -0% | -$92 | 0.1% | 97 |
|
|
2022
Q3 | $244K | Buy |
2,536
+5
| +0.2% | +$481 | 0.13% | 84 |
|
|
2022
Q2 | $257K | Buy |
2,531
+12
| +0.5% | +$1.22K | 0.14% | 85 |
|
|
2022
Q1 | $271K | Buy |
2,519
+19
| +0.8% | +$2.04K | 0.14% | 88 |
|
|
2021
Q4 | $269K | Buy |
+2,500
| New | +$269K | 0.16% | 99 |
|