Financial Engines Advisors’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,311
| Closed | -$228K | – | 270 |
|
|
2021
Q3 | $228K | Sell |
1,311
-5,567
| -81% | -$968K | ﹤0.01% | 251 |
|
|
2021
Q2 | $1.1M | Buy |
6,878
+5,024
| +271% | +$801K | ﹤0.01% | 94 |
|
|
2021
Q1 | $293K | Buy |
1,854
+80
| +5% | +$12.6K | ﹤0.01% | 209 |
|
|
2020
Q4 | $273K | Sell |
1,774
-17
| -0.9% | -$2.62K | ﹤0.01% | 217 |
|
|
2020
Q3 | $208K | Sell |
1,791
-28
| -2% | -$3.25K | ﹤0.01% | 229 |
|
|
2020
Q2 | $230K | Sell |
1,819
-116
| -6% | -$14.7K | ﹤0.01% | 182 |
|
|
2020
Q1 | $216K | Sell |
1,935
-33
| -2% | -$3.68K | ﹤0.01% | 139 |
|
|
2019
Q4 | $306K | Buy |
1,968
+23
| +1% | +$3.58K | ﹤0.01% | 123 |
|
|
2019
Q3 | $314K | Buy |
+1,945
| New | +$314K | ﹤0.01% | 112 |
|
|
2017
Q2 | – | Sell |
-20
| Closed | -$3K | – | 80 |
|
|
2017
Q1 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 73 |
|