Altium Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $3.06M | Buy |
15,561
+1,907
| +14% | +$375K | 0.22% | 59 |
|
|
2022
Q1 | $2.92M | Buy |
13,654
+759
| +6% | +$162K | 0.19% | 65 |
|
|
2021
Q4 | $2.49M | Buy |
12,895
+541
| +4% | +$105K | 0.16% | 72 |
|
|
2021
Q3 | $2.14M | Buy |
12,354
+654
| +6% | +$113K | 0.15% | 77 |
|
|
2021
Q2 | $1.86M | Buy |
11,700
+593
| +5% | +$94.3K | 0.14% | 84 |
|
|
2021
Q1 | $1.76M | Buy |
11,107
+326
| +3% | +$51.5K | 0.14% | 84 |
|
|
2020
Q4 | $1.66M | Buy |
+10,781
| New | +$1.66M | 0.15% | 78 |
|
|
2020
Q1 | – | Sell |
-1,487
| Closed | -$231K | – | 331 |
|
|
2019
Q4 | $231K | Buy |
1,487
+33
| +2% | +$5.13K | 0.03% | 252 |
|
|
2019
Q3 | $235K | Buy |
1,454
+15
| +1% | +$2.42K | 0.03% | 245 |
|
|
2019
Q2 | $212K | Buy |
1,439
+6
| +0.4% | +$884 | 0.03% | 258 |
|
|
2019
Q1 | $201K | Buy |
+1,433
| New | +$201K | 0.03% | 263 |
|