Bogart Wealth LLC’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $41.2K | Buy |
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|
2025
Q2 | $38.8K | Sell |
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|
2025
Q1 | $44.4K | Buy |
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|
2024
Q4 | $28.2K | Hold |
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|
2024
Q3 | $29.4K | Hold |
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|
2024
Q2 | $26K | Buy |
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|
2023
Q1 | – | Hold |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $7K | Sell |
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|
2022
Q2 | $24K | Hold |
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|
2022
Q1 | $26K | Hold |
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|
2021
Q4 | $23K | Hold |
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|
2021
Q3 | $21K | Hold |
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|
2021
Q2 | $19K | Hold |
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|
2021
Q1 | $19K | Buy |
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|
2020
Q4 | – | Hold |
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