Curi Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-619
| Closed | -$122K | – | 269 |
|
|
2022
Q2 | $122K | Buy |
619
+32
| +5% | +$6.31K | 0.02% | 155 |
|
|
2022
Q1 | $125K | Buy |
587
+332
| +130% | +$70.7K | 0.02% | 140 |
|
|
2021
Q4 | $49K | Buy |
+255
| New | +$49K | 0.01% | 188 |
|
|
2021
Q1 | – | Sell |
-92
| Closed | -$14K | – | 160 |
|
|
2020
Q4 | $14K | Buy |
+92
| New | +$14K | 0.01% | 217 |
|