Destination 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
Q2 | – | Sell |
-1,318
| Closed | -$282K | – | 195 |
|
|
2022
Q1 | $282K | Buy |
+1,318
| New | +$282K | 0.01% | 169 |
|
|
2019
Q3 | – | Sell |
-1,127
| Closed | -$166K | – | 194 |
|
|
2019
Q2 | $166K | Hold |
1,127
| – | – | 0.01% | 145 |
|
|
2019
Q1 | $158K | Hold |
1,127
| – | – | 0.01% | 154 |
|
|
2018
Q4 | $146K | Hold |
1,127
| – | – | 0.01% | 156 |
|
|
2018
Q3 | $151K | Hold |
1,127
| – | – | 0.01% | 177 |
|
|
2018
Q2 | $143K | Buy |
1,127
+1,054
| +1,444% | +$134K | 0.01% | 157 |
|
|
2018
Q1 | $2K | Buy |
+73
| New | +$2K | ﹤0.01% | 498 |
|
|
2017
Q1 | – | Sell |
-1,631
| Closed | -$215K | – | 160 |
|
|
2016
Q4 | $215K | Buy |
+1,631
| New | +$215K | 0.02% | 159 |
|