9258 Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $431K | Hold |
1,493
| – | – | 0.06% | 222 |
|
|
2024
Q2 | $381K | Sell |
1,493
-81
| -5% | -$20.7K | 0.06% | 233 |
|
|
2024
Q1 | $408K | Sell |
1,574
-56
| -3% | -$14.5K | 0.06% | 225 |
|
|
2023
Q4 | $368K | Sell |
1,630
-295
| -15% | -$66.7K | 0.06% | 222 |
|
|
2023
Q3 | $401K | Sell |
1,925
-319
| -14% | -$66.4K | 0.08% | 203 |
|
|
2023
Q2 | $432K | Buy |
2,244
+47
| +2% | +$9.05K | 0.08% | 197 |
|
|
2023
Q1 | $427K | Buy |
2,197
+306
| +16% | +$59.4K | 0.09% | 200 |
|
|
2022
Q4 | $417K | Buy |
1,891
+453
| +32% | +$99.9K | 0.09% | 202 |
|
|
2022
Q3 | $262K | Sell |
1,438
-19
| -1% | -$3.46K | 0.07% | 263 |
|
|
2022
Q2 | $286K | Buy |
1,457
+56
| +4% | +$11K | 0.07% | 255 |
|
|
2022
Q1 | $300K | Sell |
1,401
-213
| -13% | -$45.6K | 0.07% | 276 |
|
|
2021
Q4 | $312K | Buy |
1,614
+238
| +17% | +$46K | 0.07% | 278 |
|
|
2021
Q3 | $239K | Sell |
1,376
-71
| -5% | -$12.3K | 0.06% | 301 |
|
|
2021
Q2 | $230K | Buy |
+1,447
| New | +$230K | 0.06% | 307 |
|
|
2021
Q1 | – | Sell |
-1,357
| Closed | -$209K | – | 334 |
|
|
2020
Q4 | $209K | Buy |
+1,357
| New | +$209K | 0.07% | 283 |
|