Elmwood 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
Q1 | – | Sell |
-315
| Closed | -$61K | – | 136 |
|
|
2021
Q4 | $61K | Buy |
+315
| New | +$61K | 0.03% | 182 |
|
|
2020
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 223 |
|
|
2020
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 223 |
|
|
2020
Q1 | $2.74K | Buy |
+20
| New | +$2.74K | ﹤0.01% | 246 |
|
|
2019
Q4 | – | Sell |
-20
| Closed | -$3K | – | 108 |
|
|
2019
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 230 |
|
|
2019
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 252 |
|
|
2019
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 249 |
|
|
2018
Q4 | $3K | Hold |
20
| – | – | ﹤0.01% | 256 |
|
|
2018
Q3 | $2.67K | Hold |
20
| – | – | ﹤0.01% | 255 |
|
|
2018
Q2 | $2.54K | Hold |
20
| – | – | ﹤0.01% | 247 |
|
|
2018
Q1 | $2.74K | Buy |
+20
| New | +$2.74K | ﹤0.01% | 246 |
|