Cassady Schiller Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $18K | Buy |
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|
2024
Q3 | $13.6K | Hold |
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|
2024
Q2 | $12K | Sell |
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|
2024
Q1 | $89.9K | Hold |
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|
2023
Q4 | $78.4K | Hold |
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|
2023
Q3 | $72.2K | Buy |
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|
2023
Q2 | $57.8K | Hold |
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|
2023
Q1 | $58.3K | Sell |
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|
2022
Q4 | $70.4K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $60K | Buy |
|