Advocacy Wealth Management Services’s Chubb CB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-122	Closed	-$23K	–	51
2022 Q3	$23K	Hold	122	–	–	﹤0.01%	76
2022 Q2	$24K	Sell	122 -18	-13%	-$3.54K	﹤0.01%	74
2022 Q1	$30K	Hold	140	–	–	0.01%	73
2021 Q4	$27K	Hold	140	–	–	﹤0.01%	78
2021 Q3	$24K	Buy	140 +31	+28%	+$5.31K	﹤0.01%	82
2021 Q2	$17K	Sell	109 -31	-22%	-$4.84K	﹤0.01%	112
2021 Q1	$22K	Sell	140 -37	-21%	-$5.81K	﹤0.01%	87
2020 Q4	$27K	Hold	177	–	–	﹤0.01%	75
2020 Q3	$21K	Sell	177 -22	-11%	-$2.61K	﹤0.01%	80
2020 Q2	$25K	Sell	199 -58	-23%	-$7.29K	0.01%	75
2020 Q1	$27K	Buy	257 +65	+34%	+$6.83K	0.01%	55
2019 Q4	$30K	Sell	192 -5	-3%	-$781	0.01%	73
2019 Q3	$32K	Sell	197 -24	-11%	-$3.9K	0.02%	60
2019 Q2	$33K	Hold	221	–	–	0.02%	52
2019 Q1	$31K	Hold	221	–	–	0.03%	49
2018 Q4	$29K	Hold	221	–	–	0.02%	59
2018 Q3	$30K	Hold	221	–	–	0.02%	61
2018 Q2	$28K	Buy	221 +78	+55%	+$9.88K	0.02%	62
2018 Q1	$20K	Buy	143 +34	+31%	+$4.76K	0.01%	86
2017 Q4	$16K	Hold	109	–	–	0.01%	122
2017 Q3	$16K	Hold	109	–	–	0.01%	148
2017 Q2	$16K	Hold	109	–	–	0.01%	154
2017 Q1	$15K	Sell	109 -54	-33%	-$7.43K	0.01%	171
2016 Q4	$22K	Sell	163 -14	-8%	-$1.89K	0.01%	134
2016 Q3	$22K	Hold	177	–	–	0.01%	198
2016 Q2	$23K	Sell	177 -14	-7%	-$1.82K	0.01%	215
2016 Q1	$23K	Buy	191 +91	+91%	+$11K	0.02%	272
2015 Q4	$12K	Buy	+100	New	+$12K	0.01%	322