Baker Tilly Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,062
| Closed | -$204K | – | 475 |
|
|
2023
Q2 | $204K | Sell |
1,062
-139
| -12% | -$26.8K | 0.02% | 522 |
|
|
2023
Q1 | $233K | Buy |
1,201
+50
| +4% | +$9.71K | 0.03% | 494 |
|
|
2022
Q4 | $254K | Buy |
+1,151
| New | +$254K | 0.03% | 466 |
|
|
2022
Q2 | – | Sell |
-947
| Closed | -$203K | – | 499 |
|
|
2022
Q1 | $203K | Sell |
947
-1,956
| -67% | -$419K | 0.02% | 494 |
|
|
2021
Q4 | $561K | Buy |
2,903
+36
| +1% | +$6.96K | 0.06% | 327 |
|
|
2021
Q3 | $497K | Buy |
2,867
+158
| +6% | +$27.4K | 0.07% | 315 |
|
|
2021
Q2 | $431K | Sell |
2,709
-684
| -20% | -$109K | 0.07% | 311 |
|
|
2021
Q1 | $536K | Buy |
+3,393
| New | +$536K | 0.11% | 228 |
|