Core Wealth Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-15
| Closed | -$3.89K | – | 79 |
|
|
2024
Q1 | $3.89K | Buy |
+15
| New | +$3.89K | ﹤0.01% | 230 |
|
|
2023
Q3 | – | Sell |
-33
| Closed | -$6.36K | – | 240 |
|
|
2023
Q2 | $6.36K | Hold |
33
| – | – | ﹤0.01% | 185 |
|
|
2023
Q1 | $6.41K | Hold |
33
| – | – | ﹤0.01% | 180 |
|
|
2022
Q4 | $7.28K | Buy |
+33
| New | +$7.28K | ﹤0.01% | 183 |
|
|
2020
Q4 | – | Sell |
-2
| Closed | – | – | 179 |
|
|
2020
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 163 |
|
|
2020
Q1 | – | Sell |
-15
| Closed | -$2K | – | 153 |
|
|
2019
Q4 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 112 |
|