Wealthspire Advisors (Maryland)’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 |
-6,037
| Closed | -$477K | – | 497 |
|
|
2020
Q2 | $477K | Buy |
6,037
+316
| +6% | +$25K | 0.03% | 267 |
|
|
2020
Q1 | $379K | Sell |
5,721
-52
| -0.9% | -$3.45K | 0.03% | 269 |
|
|
2019
Q4 | $451K | Buy |
5,773
+1,784
| +45% | +$139K | 0.03% | 296 |
|
|
2019
Q3 | $338K | Sell |
3,989
-124
| -3% | -$10.5K | 0.02% | 322 |
|
|
2019
Q2 | $347K | Sell |
4,113
-110
| -3% | -$9.28K | 0.03% | 318 |
|
|
2019
Q1 | $367K | Buy |
4,223
+285
| +7% | +$24.8K | 0.03% | 311 |
|
|
2018
Q4 | $331K | Buy |
3,938
+94
| +2% | +$7.9K | 0.03% | 303 |
|
|
2018
Q3 | $376K | Sell |
3,844
-117
| -3% | -$11.4K | 0.03% | 298 |
|
|
2018
Q2 | $331K | Buy |
3,961
+97
| +3% | +$8.11K | 0.03% | 331 |
|
|
2018
Q1 | $362K | Buy |
3,864
+136
| +4% | +$12.7K | 0.03% | 314 |
|
|
2017
Q4 | $332K | Buy |
3,728
+82
| +2% | +$7.3K | 0.03% | 346 |
|
|
2017
Q3 | $277K | Sell |
3,646
-53
| -1% | -$4.03K | 0.03% | 379 |
|
|
2017
Q2 | $254K | Buy |
3,699
+100
| +3% | +$6.87K | 0.03% | 383 |
|
|
2017
Q1 | $278K | Sell |
3,599
-239
| -6% | -$18.5K | 0.04% | 300 |
|
|
2016
Q4 | $281K | Buy |
3,838
+207
| +6% | +$15.2K | 0.04% | 294 |
|
|
2016
Q3 | $256K | Sell |
3,631
-25
| -0.7% | -$1.76K | 0.04% | 311 |
|
|
2016
Q2 | $271K | Buy |
3,656
+280
| +8% | +$20.8K | 0.05% | 279 |
|
|
2016
Q1 | $251K | Buy |
3,376
+78
| +2% | +$5.8K | 0.04% | 298 |
|
|
2015
Q4 | $205K | Buy |
+3,298
| New | +$205K | 0.04% | 355 |
|