Focused 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
Q3 | – | Sell |
-19
| Closed | -$3.6K | – | 1001 |
|
|
2023
Q2 | $3.6K | Hold |
19
| – | – | ﹤0.01% | 686 |
|
|
2023
Q1 | $3.62K | Hold |
19
| – | – | ﹤0.01% | 702 |
|
|
2022
Q4 | $4.09K | Buy |
19
+1
| +6% | +$215 | ﹤0.01% | 662 |
|
|
2022
Q3 | $3K | Hold |
18
| – | – | ﹤0.01% | 666 |
|
|
2022
Q2 | $4K | Hold |
18
| – | – | ﹤0.01% | 602 |
|
|
2022
Q1 | $4K | Hold |
18
| – | – | ﹤0.01% | 658 |
|
|
2021
Q4 | $4K | Hold |
18
| – | – | ﹤0.01% | 682 |
|
|
2021
Q3 | $3K | Hold |
18
| – | – | ﹤0.01% | 714 |
|
|
2021
Q2 | $3K | Hold |
18
| – | – | ﹤0.01% | 719 |
|
|
2021
Q1 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 702 |
|
|
2018
Q4 | – | Sell |
-800
| Closed | -$107K | – | 670 |
|
|
2018
Q3 | $107K | Hold |
800
| – | – | 0.04% | 219 |
|
|
2018
Q2 | $102K | Hold |
800
| – | – | 0.04% | 218 |
|
|
2018
Q1 | $109K | Hold |
800
| – | – | 0.03% | 230 |
|
|
2017
Q4 | $117K | Buy |
+800
| New | +$117K | 0.04% | 213 |
|
|
2016
Q2 | – | Sell |
-50
| Closed | -$6K | – | 669 |
|
|
2016
Q1 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 453 |
|