Arbor Trust Wealth Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,065
| Closed | -$223K | – | 94 |
|
|
2023
Q3 | $223K | Sell |
1,065
-27
| -2% | -$5.64K | 0.15% | 85 |
|
|
2023
Q2 | $211K | Buy |
1,092
+27
| +3% | +$5.22K | 0.13% | 90 |
|
|
2023
Q1 | $208K | Hold |
1,065
| – | – | 0.14% | 94 |
|
|
2022
Q4 | $236K | Buy |
+1,065
| New | +$236K | 0.16% | 90 |
|
|
2022
Q3 | – | Sell |
-1,065
| Closed | -$210K | – | 97 |
|
|
2022
Q2 | $210K | Hold |
1,065
| – | – | 0.15% | 98 |
|
|
2022
Q1 | $229K | Hold |
1,065
| – | – | 0.14% | 96 |
|
|
2021
Q4 | $207K | Buy |
+1,065
| New | +$207K | 0.12% | 101 |
|
|
2021
Q1 | – | Sell |
-1,315
| Closed | -$203K | – | 96 |
|
|
2020
Q4 | $203K | Buy |
+1,315
| New | +$203K | 0.15% | 93 |
|
|
2020
Q1 | – | Sell |
-1,315
| Closed | -$206K | – | 84 |
|
|
2019
Q4 | $206K | Buy |
+1,315
| New | +$206K | 0.18% | 83 |
|