Evoke Wealth’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $977K | Buy |
3,360
+1,211
| +56% | +$352K | 0.02% | 232 |
|
|
2025
Q1 | $651K | Buy |
2,149
+339
| +19% | +$103K | 0.02% | 238 |
|
|
2024
Q4 | $502K | Buy |
1,810
+72
| +4% | +$20K | 0.01% | 262 |
|
|
2024
Q3 | $503K | Buy |
+1,738
| New | +$503K | 0.01% | 252 |
|
|
2024
Q2 | – | Sell |
-1,696
| Closed | -$441K | – | 141 |
|
|
2024
Q1 | $441K | Buy |
+1,696
| New | +$441K | 0.01% | 269 |
|
|
2023
Q4 | – | Sell |
-2,092
| Closed | -$437K | – | 131 |
|
|
2023
Q3 | $437K | Buy |
2,092
+96
| +5% | +$20.1K | 0.02% | 246 |
|
|
2023
Q2 | $386K | Sell |
1,996
-34,320
| -95% | -$6.64M | 0.01% | 249 |
|
|
2023
Q1 | $237K | Sell |
36,316
-5,000
| -12% | -$32.6K | 0.01% | 304 |
|
|
2022
Q4 | $363K | Buy |
41,316
+39,481
| +2,152% | +$347K | 0.01% | 253 |
|
|
2022
Q3 | $302K | Buy |
1,835
+734
| +67% | +$121K | 0.01% | 261 |
|
|
2022
Q2 | $217K | Buy |
1,101
+41
| +4% | +$8.08K | 0.01% | 303 |
|
|
2022
Q1 | $228K | Sell |
1,060
-73
| -6% | -$15.7K | 0.01% | 329 |
|
|
2021
Q4 | $185K | Buy |
1,133
+2
| +0.2% | +$327 | 0.01% | 376 |
|
|
2021
Q3 | $165K | Hold |
1,131
| – | – | 0.01% | 361 |
|
|
2021
Q2 | $152K | Sell |
1,131
-3
| -0.3% | -$403 | 0.01% | 390 |
|
|
2021
Q1 | $180K | Buy |
1,134
+682
| +151% | +$108K | 0.01% | 319 |
|
|
2020
Q4 | $70K | Buy |
452
+14
| +3% | +$2.17K | ﹤0.01% | 332 |
|
|
2020
Q3 | $51K | Buy |
438
+5
| +1% | +$582 | ﹤0.01% | 355 |
|
|
2020
Q2 | $55K | Sell |
433
-53
| -11% | -$6.73K | 0.01% | 340 |
|
|
2020
Q1 | $54.7K | Sell |
486
-566
| -54% | -$63.7K | 0.01% | 337 |
|
|
2019
Q4 | $165K | Buy |
1,052
+44
| +4% | +$6.88K | 0.02% | 250 |
|
|
2019
Q3 | $163K | Buy |
+1,008
| New | +$163K | 0.02% | 296 |
|