Clarus Wealth Advisors’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,231
| Closed | -$360K | – | 145 |
|
|
2019
Q3 | $360K | Buy |
2,231
+1,122
| +101% | +$181K | 0.26% | 86 |
|
|
2019
Q2 | $163K | Buy |
1,109
+5
| +0.5% | +$735 | 0.12% | 135 |
|
|
2019
Q1 | $155K | Buy |
1,104
+6
| +0.5% | +$842 | 0.12% | 135 |
|
|
2018
Q4 | $142K | Buy |
1,098
+43
| +4% | +$5.56K | 0.22% | 125 |
|
|
2018
Q3 | $141K | Buy |
1,055
+226
| +27% | +$30.2K | 0.09% | 174 |
|
|
2018
Q2 | $113K | Buy |
+829
| New | +$113K | 0.09% | 181 |
|