B. Riley 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 | $637 | Sell |
3,241
-74
| -2% | -$15 | ﹤0.01% | 365 |
|
|
2022
Q1 | $709K | Sell |
3,315
-255
| -7% | -$54.5K | 0.05% | 263 |
|
|
2021
Q4 | $690K | Buy |
3,570
+115
| +3% | +$22.2K | 0.05% | 280 |
|
|
2021
Q3 | $599K | Buy |
3,455
+103
| +3% | +$17.9K | 0.05% | 297 |
|
|
2021
Q2 | $533K | Buy |
3,352
+160
| +5% | +$25.4K | 0.06% | 227 |
|
|
2021
Q1 | $504K | Sell |
3,192
-91
| -3% | -$14.4K | 0.06% | 228 |
|
|
2020
Q4 | $505K | Sell |
3,283
-2,860
| -47% | -$440K | 0.07% | 199 |
|
|
2020
Q3 | $713K | Buy |
6,143
+1
| +0% | +$116 | 0.08% | 182 |
|
|
2020
Q2 | $778K | Sell |
6,142
-165
| -3% | -$20.9K | 0.09% | 183 |
|
|
2020
Q1 | $704K | Buy |
+6,307
| New | +$704K | 0.07% | 222 |
|
|
2015
Q2 | – | Sell |
-300
| Closed | -$33K | – | 1017 |
|
|
2015
Q1 | $33K | Sell |
300
-64
| -18% | -$7.04K | 0.02% | 497 |
|
|
2014
Q4 | $41K | Hold |
364
| – | – | 0.03% | 422 |
|
|
2014
Q3 | $38K | Hold |
364
| – | – | 0.03% | 464 |
|
|
2014
Q2 | $37K | Hold |
364
| – | – | 0.02% | 524 |
|
|
2014
Q1 | $36K | Buy |
+364
| New | +$36K | 0.03% | 512 |
|