Bogart Wealth LLC’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.8K | Sell |
134
-13
| -9% | -$3.77K | ﹤0.01% | 492 |
|
|
2025
Q1 | $44.4K | Buy |
147
+45
| +44% | +$13.6K | ﹤0.01% | 438 |
|
|
2024
Q4 | $28.2K | Hold |
102
| – | – | ﹤0.01% | 507 |
|
|
2024
Q3 | $29.4K | Hold |
102
| – | – | ﹤0.01% | 494 |
|
|
2024
Q2 | $26K | Buy |
+102
| New | +$26K | ﹤0.01% | 498 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 1125 |
|
|
2022
Q4 | – | Sell |
-40
| Closed | -$7K | – | 1070 |
|
|
2022
Q3 | $7K | Sell |
40
-80
| -67% | -$14K | ﹤0.01% | 619 |
|
|
2022
Q2 | $24K | Hold |
120
| – | – | ﹤0.01% | 389 |
|
|
2022
Q1 | $26K | Hold |
120
| – | – | ﹤0.01% | 343 |
|
|
2021
Q4 | $23K | Hold |
120
| – | – | ﹤0.01% | 350 |
|
|
2021
Q3 | $21K | Hold |
120
| – | – | ﹤0.01% | 347 |
|
|
2021
Q2 | $19K | Hold |
120
| – | – | ﹤0.01% | 350 |
|
|
2021
Q1 | $19K | Buy |
+120
| New | +$19K | ﹤0.01% | 330 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 470 |
|