Dougherty Wealth Advisers’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-663
| Closed | -$103K | – | 164 |
|
|
2019
Q4 | $103K | Hold |
663
| – | – | 0.31% | 63 |
|
|
2019
Q3 | $107K | Hold |
663
| – | – | 0.35% | 53 |
|
|
2019
Q2 | $98K | Hold |
663
| – | – | 0.28% | 71 |
|
|
2019
Q1 | $93K | Hold |
663
| – | – | 0.32% | 63 |
|
|
2018
Q4 | $87K | Buy |
+663
| New | +$87K | 0.29% | 68 |
|