WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-290
| Closed | -$20K | – | 1564 |
|
|
2016
Q3 | $20K | Sell |
290
-45
| -13% | -$3.1K | 0.01% | 943 |
|
|
2016
Q2 | $25K | Sell |
335
-79
| -19% | -$5.9K | 0.01% | 863 |
|
|
2016
Q1 | $31K | Hold |
414
| – | – | 0.01% | 782 |
|
|
2015
Q4 | $26K | Sell |
414
-155
| -27% | -$9.73K | 0.01% | 828 |
|
|
2015
Q3 | $39K | Sell |
569
-82
| -13% | -$5.62K | 0.01% | 716 |
|
|
2015
Q2 | $41K | Sell |
651
-68
| -9% | -$4.28K | 0.01% | 777 |
|
|
2015
Q1 | $53K | Sell |
719
-236
| -25% | -$17.4K | 0.01% | 710 |
|
|
2014
Q4 | $72K | Sell |
955
-61
| -6% | -$4.6K | 0.01% | 746 |
|
|
2014
Q3 | $67K | Sell |
1,016
-89
| -8% | -$5.87K | 0.01% | 811 |
|
|
2014
Q2 | $70K | Sell |
1,105
-398
| -26% | -$25.2K | 0.01% | 782 |
|
|
2014
Q1 | $79K | Sell |
1,503
-364
| -19% | -$19.1K | 0.02% | 727 |
|
|
2013
Q4 | $109K | Sell |
1,867
-387
| -17% | -$22.6K | 0.02% | 710 |
|
|
2013
Q3 | $134K | Sell |
2,254
-1,677
| -43% | -$99.7K | 0.02% | 605 |
|
|
2013
Q2 | $221K | Buy |
+3,931
| New | +$221K | 0.04% | 433 |
|