Endowment Wealth Management’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 |
-1,108
| Closed | -$244K | – | 137 |
|
|
2022
Q4 | $244K | Sell |
1,108
-104
| -9% | -$22.9K | 0.27% | 103 |
|
|
2022
Q3 | $220K | Buy |
1,212
+42
| +4% | +$7.62K | 0.27% | 94 |
|
|
2022
Q2 | $230K | Buy |
1,170
+21
| +2% | +$4.13K | 0.28% | 92 |
|
|
2022
Q1 | $246K | Buy |
1,149
+102
| +10% | +$21.8K | 0.26% | 93 |
|
|
2021
Q4 | $202K | Buy |
+1,047
| New | +$202K | 0.2% | 112 |
|