Frontier Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,408
| Closed | -$219K | – | 298 |
|
|
2019
Q4 | $219K | Sell |
1,408
-271
| -16% | -$42.2K | 0.04% | 270 |
|
|
2019
Q3 | $271K | Sell |
1,679
-11,075
| -87% | -$1.79M | 0.04% | 255 |
|
|
2019
Q2 | $1.88M | Sell |
12,754
-523
| -4% | -$77.1K | 0.28% | 78 |
|
|
2019
Q1 | $1.86M | Sell |
13,277
-323
| -2% | -$45.3K | 0.25% | 91 |
|
|
2018
Q4 | $1.76M | Sell |
13,600
-10,498
| -44% | -$1.36M | 0.27% | 89 |
|
|
2018
Q3 | $3.22M | Sell |
24,098
-3,277
| -12% | -$438K | 0.31% | 53 |
|
|
2018
Q2 | $3.48M | Buy |
27,375
+2,689
| +11% | +$342K | 0.5% | 46 |
|
|
2018
Q1 | $3.38M | Buy |
+24,686
| New | +$3.38M | 0.47% | 54 |
|