Cetera Trust Company’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $594K | Buy |
2,050
+40
| +2% | +$11.6K | 0.35% | 58 |
|
|
2025
Q1 | $607K | Hold |
2,010
| – | – | 0.39% | 55 |
|
|
2024
Q4 | $555K | Sell |
2,010
-20
| -1% | -$5.53K | 0.36% | 55 |
|
|
2024
Q3 | $585K | Hold |
2,030
| – | – | 0.36% | 60 |
|
|
2024
Q2 | $518K | Hold |
2,030
| – | – | 0.33% | 59 |
|
|
2024
Q1 | $526K | Sell |
2,030
-100
| -5% | -$25.9K | 0.32% | 60 |
|
|
2023
Q4 | $481K | Buy |
+2,130
| New | +$481K | 0.3% | 59 |
|