AllSquare Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-109
| Closed | -$13K | – | 458 |
|
|
2020
Q3 | $13K | Hold |
109
| – | – | 0.01% | 304 |
|
|
2020
Q2 | $14K | Hold |
109
| – | – | 0.01% | 290 |
|
|
2020
Q1 | $12K | Hold |
109
| – | – | 0.01% | 283 |
|
|
2019
Q4 | $17K | Hold |
109
| – | – | 0.01% | 274 |
|
|
2019
Q3 | $18K | Hold |
109
| – | – | 0.01% | 262 |
|
|
2019
Q2 | $16K | Hold |
109
| – | – | 0.01% | 281 |
|
|
2019
Q1 | $15K | Hold |
109
| – | – | 0.01% | 287 |
|
|
2018
Q4 | $14K | Hold |
109
| – | – | 0.01% | 273 |
|
|
2018
Q3 | $15K | Hold |
109
| – | – | 0.01% | 295 |
|
|
2018
Q2 | $14K | Sell |
109
-89
| -45% | -$11.4K | 0.01% | 303 |
|
|
2018
Q1 | $27K | Hold |
198
| – | – | 0.02% | 214 |
|
|
2017
Q4 | $29K | Sell |
198
-9
| -4% | -$1.32K | 0.02% | 200 |
|
|
2017
Q3 | $30K | Buy |
+207
| New | +$30K | 0.02% | 191 |
|
|
2017
Q2 | – | Sell |
-195
| Closed | -$27K | – | 192 |
|
|
2017
Q1 | $27K | Buy |
+195
| New | +$27K | 0.02% | 194 |
|