Cassady Schiller Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $18K | Buy |
65
+18
| +38% | +$4.97K | 0.01% | 288 |
|
|
2024
Q3 | $13.6K | Hold |
47
| – | – | 0.01% | 304 |
|
|
2024
Q2 | $12K | Sell |
47
-300
| -86% | -$76.5K | ﹤0.01% | 306 |
|
|
2024
Q1 | $89.9K | Hold |
347
| – | – | 0.04% | 163 |
|
|
2023
Q4 | $78.4K | Hold |
347
| – | – | 0.04% | 168 |
|
|
2023
Q3 | $72.2K | Buy |
347
+47
| +16% | +$9.78K | 0.04% | 165 |
|
|
2023
Q2 | $57.8K | Hold |
300
| – | – | 0.03% | 180 |
|
|
2023
Q1 | $58.3K | Sell |
300
-19
| -6% | -$3.69K | 0.03% | 184 |
|
|
2022
Q4 | $70.4K | Buy |
+319
| New | +$70.4K | 0.04% | 162 |
|
|
2022
Q1 | – | Sell |
-308
| Closed | -$60K | – | 178 |
|
|
2021
Q4 | $60K | Buy |
+308
| New | +$60K | 0.04% | 184 |
|