Aevitas Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-182
| Closed | -$25K | – | 136 |
|
|
2019
Q1 | $25K | Sell |
182
-19
| -9% | -$2.61K | 0.02% | 241 |
|
|
2018
Q4 | $26K | Buy |
201
+1
| +0.5% | +$129 | 0.03% | 226 |
|
|
2018
Q3 | $27K | Buy |
200
+1
| +0.5% | +$135 | 0.02% | 256 |
|
|
2018
Q2 | $25K | Sell |
199
-14
| -7% | -$1.76K | 0.02% | 255 |
|
|
2018
Q1 | $29K | Buy |
213
+1
| +0.5% | +$136 | 0.03% | 221 |
|
|
2017
Q4 | $31K | Buy |
+212
| New | +$31K | 0.03% | 219 |
|