BDO 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
Q2 | $94.2K | Buy |
489
+125
| +34% | +$24.1K | 0.01% | 351 |
|
|
2023
Q1 | $70.7K | Sell |
364
-87
| -19% | -$16.9K | 0.01% | 363 |
|
|
2022
Q4 | $99.5K | Buy |
451
+234
| +108% | +$51.6K | 0.01% | 332 |
|
|
2022
Q3 | $39K | Hold |
217
| – | – | 0.01% | 445 |
|
|
2022
Q2 | $43K | Hold |
217
| – | – | 0.01% | 426 |
|
|
2022
Q1 | $46K | Hold |
217
| – | – | ﹤0.01% | 443 |
|
|
2021
Q4 | $42K | Buy |
217
+197
| +985% | +$38.1K | ﹤0.01% | 471 |
|
|
2021
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 900 |
|
|
2021
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 931 |
|
|
2021
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 918 |
|
|
2020
Q4 | $3K | Hold |
20
| – | – | ﹤0.01% | 697 |
|
|
2020
Q3 | $2K | Sell |
20
-182
| -90% | -$18.2K | ﹤0.01% | 671 |
|
|
2020
Q2 | $26K | Sell |
202
-22
| -10% | -$2.83K | ﹤0.01% | 391 |
|
|
2020
Q1 | $25K | Buy |
224
+206
| +1,144% | +$23K | 0.01% | 418 |
|
|
2019
Q4 | $3K | Sell |
18
-70
| -80% | -$11.7K | ﹤0.01% | 539 |
|
|
2019
Q3 | $14K | Hold |
88
| – | – | ﹤0.01% | 429 |
|
|
2019
Q2 | $13K | Sell |
88
-85
| -49% | -$12.6K | ﹤0.01% | 420 |
|
|
2019
Q1 | $24K | Hold |
173
| – | – | 0.01% | 350 |
|
|
2018
Q4 | $22K | Buy |
173
+85
| +97% | +$10.8K | 0.01% | 336 |
|
|
2018
Q3 | $12K | Hold |
88
| – | – | ﹤0.01% | 439 |
|
|
2018
Q2 | $11K | Buy |
88
+70
| +389% | +$8.75K | ﹤0.01% | 446 |
|
|
2018
Q1 | $2K | Sell |
18
-5
| -22% | -$556 | ﹤0.01% | 506 |
|
|
2017
Q4 | $3K | Buy |
23
+5
| +28% | +$652 | ﹤0.01% | 401 |
|
|
2017
Q3 | $3K | Hold |
18
| – | – | ﹤0.01% | 369 |
|
|
2017
Q2 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 463 |
|