Destiny Wealth Partners’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-132
| Closed | -$29.1K | – | 245 |
|
|
2022
Q4 | $29.1K | Sell |
132
-68
| -34% | -$15K | 0.01% | 357 |
|
|
2022
Q3 | $36K | Hold |
200
| – | – | 0.01% | 304 |
|
|
2022
Q2 | $39K | Buy |
200
+17
| +9% | +$3.32K | 0.01% | 298 |
|
|
2022
Q1 | $39K | Buy |
183
+12
| +7% | +$2.56K | 0.01% | 335 |
|
|
2021
Q4 | $33K | Hold |
171
| – | – | 0.01% | 359 |
|
|
2021
Q3 | $30K | Buy |
+171
| New | +$30K | 0.01% | 349 |
|
|
2021
Q2 | – | Sell |
-68
| Closed | -$11K | – | 225 |
|
|
2021
Q1 | $11K | Sell |
68
-103
| -60% | -$16.7K | ﹤0.01% | 400 |
|
|
2020
Q4 | $26K | Buy |
+171
| New | +$26K | 0.01% | 338 |
|