Financial Synergies Wealth Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6
| Closed | -$1.56K | – | 128 |
|
|
2024
Q1 | $1.56K | Buy |
6
+2
| +50% | +$518 | ﹤0.01% | 354 |
|
|
2023
Q4 | $883 | Sell |
4
-2
| -33% | -$442 | ﹤0.01% | 342 |
|
|
2023
Q3 | $1.25K | Hold |
6
| – | – | ﹤0.01% | 351 |
|
|
2023
Q2 | $1.16K | Buy |
6
+2
| +50% | +$385 | ﹤0.01% | 354 |
|
|
2023
Q1 | $777 | Hold |
4
| – | – | ﹤0.01% | 396 |
|
|
2022
Q4 | $883 | Hold |
4
| – | – | ﹤0.01% | 342 |
|
|
2022
Q3 | $728 | Hold |
4
| – | – | ﹤0.01% | 336 |
|
|
2022
Q2 | $787 | Buy |
+4
| New | +$787 | ﹤0.01% | 334 |
|