Evolution Wealth Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-34
| Closed | -$6K | – | 234 |
|
2021
Q3 | $6K | Hold |
34
| – | – | ﹤0.01% | 473 |
|
2021
Q2 | $5K | Hold |
34
| – | – | ﹤0.01% | 498 |
|
2021
Q1 | $5K | Hold |
34
| – | – | ﹤0.01% | 515 |
|
2020
Q4 | $5K | Sell |
34
-49
| -59% | -$7.21K | ﹤0.01% | 436 |
|
2020
Q3 | $10K | Buy |
83
+17
| +26% | +$2.05K | ﹤0.01% | 348 |
|
2020
Q2 | $8K | Buy |
66
+27
| +69% | +$3.27K | ﹤0.01% | 312 |
|
2020
Q1 | $4K | Sell |
39
-27
| -41% | -$2.77K | ﹤0.01% | 267 |
|
2019
Q4 | $10K | Buy |
66
+29
| +78% | +$4.39K | ﹤0.01% | 298 |
|
2019
Q3 | $6K | Sell |
37
-41
| -53% | -$6.65K | ﹤0.01% | 245 |
|
2019
Q2 | $11K | Buy |
+78
| New | +$11K | ﹤0.01% | 165 |
|