Bay Harbor Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2K | Buy |
11
+4
| +57% | +$1.16K | ﹤0.01% | 221 |
|
|
2025
Q1 | $2.12K | Buy |
+7
| New | +$2.12K | ﹤0.01% | 186 |
|
|
2024
Q4 | – | Sell |
-37
| Closed | -$10.7K | – | 184 |
|
|
2024
Q3 | $10.7K | Buy |
+37
| New | +$10.7K | ﹤0.01% | 122 |
|
|
2021
Q1 | – | Sell |
-13
| Closed | -$2K | – | 247 |
|
|
2020
Q4 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 338 |
|
|
2020
Q2 | – | Sell |
-36
| Closed | -$4K | – | 352 |
|
|
2020
Q1 | $4K | Hold |
36
| – | – | ﹤0.01% | 235 |
|
|
2019
Q4 | $6K | Hold |
36
| – | – | ﹤0.01% | 250 |
|
|
2019
Q3 | $6K | Hold |
36
| – | – | ﹤0.01% | 257 |
|
|
2019
Q2 | $5K | Hold |
36
| – | – | ﹤0.01% | 268 |
|
|
2019
Q1 | $5K | Hold |
36
| – | – | ﹤0.01% | 298 |
|
|
2018
Q4 | $5K | Buy |
+36
| New | +$5K | ﹤0.01% | 281 |
|