Burt Wealth Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-126
| Closed | -$19K | – | 133 |
|
|
2020
Q4 | $19K | Sell |
126
-70
| -36% | -$10.6K | 0.01% | 242 |
|
|
2020
Q3 | $23K | Hold |
196
| – | – | 0.01% | 229 |
|
|
2020
Q2 | $25K | Hold |
196
| – | – | 0.01% | 215 |
|
|
2020
Q1 | $22K | Buy |
196
+76
| +63% | +$8.53K | 0.01% | 218 |
|
|
2019
Q4 | $19K | Hold |
120
| – | – | 0.01% | 246 |
|
|
2019
Q3 | $19K | Hold |
120
| – | – | 0.01% | 245 |
|
|
2019
Q2 | $18K | Sell |
120
-10
| -8% | -$1.5K | 0.01% | 246 |
|
|
2019
Q1 | $18K | Buy |
130
+10
| +8% | +$1.39K | 0.01% | 248 |
|
|
2018
Q4 | $16K | Hold |
120
| – | – | 0.01% | 252 |
|
|
2018
Q3 | $16K | Hold |
120
| – | – | 0.01% | 270 |
|
|
2018
Q2 | $15K | Hold |
120
| – | – | 0.01% | 265 |
|
|
2018
Q1 | $16K | Hold |
120
| – | – | 0.01% | 266 |
|
|
2017
Q4 | $18K | Hold |
120
| – | – | 0.01% | 247 |
|
|
2017
Q3 | $17K | Hold |
120
| – | – | 0.01% | 242 |
|
|
2017
Q2 | $17K | Hold |
120
| – | – | 0.01% | 258 |
|
|
2017
Q1 | $16K | Hold |
120
| – | – | 0.01% | 234 |
|
|
2016
Q4 | $16K | Hold |
120
| – | – | 0.01% | 249 |
|
|
2016
Q3 | $15K | Hold |
120
| – | – | 0.02% | 238 |
|
|
2016
Q2 | $15K | Sell |
120
-17
| -12% | -$2.13K | 0.02% | 237 |
|
|
2016
Q1 | $3K | Buy |
+137
| New | +$3K | ﹤0.01% | 421 |
|