Delos 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
Q3 | – | Sell |
-8
| Closed | -$2.04K | – | 214 |
|
|
2024
Q2 | $2.04K | Hold |
8
| – | – | ﹤0.01% | 209 |
|
|
2024
Q1 | $2.07K | Buy |
8
+2
| +33% | +$519 | ﹤0.01% | 209 |
|
|
2023
Q4 | $1.36K | Sell |
6
-83
| -93% | -$18.8K | ﹤0.01% | 161 |
|
|
2023
Q3 | $17.9K | Hold |
89
| – | – | 0.02% | 109 |
|
|
2023
Q2 | $17.1K | Hold |
89
| – | – | 0.02% | 105 |
|
|
2023
Q1 | $17.3K | Hold |
89
| – | – | 0.02% | 104 |
|
|
2022
Q4 | $19.6K | Hold |
89
| – | – | 0.03% | 95 |
|
|
2022
Q3 | $16K | Buy |
89
+6
| +7% | +$1.08K | 0.02% | 100 |
|
|
2022
Q2 | $16K | Hold |
83
| – | – | 0.02% | 103 |
|
|
2022
Q1 | $18K | Sell |
83
-37
| -31% | -$8.02K | 0.02% | 120 |
|
|
2021
Q4 | $23K | Buy |
+120
| New | +$23K | 0.02% | 122 |
|