Consolidated Planning Corp’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-16,805
| Closed | -$3.24M | – | 159 |
|
|
2023
Q2 | $3.24M | Buy |
16,805
+462
| +3% | +$89K | 0.68% | 51 |
|
|
2023
Q1 | $3.17M | Sell |
16,343
-702
| -4% | -$136K | 0.82% | 44 |
|
|
2022
Q4 | $3.76M | Buy |
17,045
+456
| +3% | +$101K | 1.04% | 30 |
|
|
2022
Q3 | $3.02M | Buy |
16,589
+539
| +3% | +$98K | 0.94% | 37 |
|
|
2022
Q2 | $3.16M | Buy |
+16,050
| New | +$3.16M | 0.99% | 31 |
|