CWA
Canvas Wealth Advisors’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,177
| Closed | -$437K | – | 125 |
|
|
2023
Q2 | $437K | Sell |
2,177
-108
| -5% | -$21.7K | 0.16% | 75 |
|
|
2023
Q1 | $455K | Buy |
2,285
+84
| +4% | +$16.7K | 0.19% | 74 |
|
|
2022
Q4 | $485K | Sell |
2,201
-241
| -10% | -$53.2K | 0.2% | 77 |
|
|
2022
Q3 | $499K | Buy |
2,442
+1,311
| +116% | +$268K | 0.21% | 70 |
|
|
2022
Q2 | $222K | Sell |
1,131
-18
| -2% | -$3.53K | 0.09% | 116 |
|
|
2022
Q1 | $239K | Sell |
1,149
-3,076
| -73% | -$640K | 0.09% | 126 |
|
|
2021
Q4 | $817K | Sell |
4,225
-3,024
| -42% | -$585K | 0.29% | 68 |
|
|
2021
Q3 | $1.26M | Buy |
7,249
+109
| +2% | +$18.9K | 0.51% | 47 |
|
|
2021
Q2 | $1.14M | Buy |
7,140
+511
| +8% | +$81.2K | 0.51% | 49 |
|
|
2021
Q1 | $1.07M | Buy |
+6,629
| New | +$1.07M | 0.62% | 44 |
|