Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-928
| Closed | -$73K | – | 1617 |
|
|
2020
Q2 | $73K | Buy |
928
+16
| +2% | +$1.26K | 0.01% | 571 |
|
|
2020
Q1 | $66K | Buy |
912
+530
| +139% | +$38.4K | 0.01% | 506 |
|
|
2019
Q4 | $30K | Buy |
382
+44
| +13% | +$3.46K | ﹤0.01% | 799 |
|
|
2019
Q3 | $29K | Buy |
338
+301
| +814% | +$25.8K | ﹤0.01% | 743 |
|
|
2019
Q2 | $3K | Hold |
37
| – | – | ﹤0.01% | 1317 |
|
|
2019
Q1 | $3K | Hold |
37
| – | – | ﹤0.01% | 1270 |
|
|
2018
Q4 | $3K | Hold |
37
| – | – | ﹤0.01% | 1187 |
|
|
2018
Q3 | $3K | Hold |
37
| – | – | ﹤0.01% | 1322 |
|
|
2018
Q2 | $3K | Sell |
37
-82
| -69% | -$6.65K | ﹤0.01% | 1236 |
|
|
2018
Q1 | $11K | Sell |
119
-100
| -46% | -$9.24K | ﹤0.01% | 892 |
|
|
2017
Q4 | $20K | Buy |
219
+205
| +1,464% | +$18.7K | ﹤0.01% | 660 |
|
|
2017
Q3 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 1075 |
|