Global Wealth Management Investment Advisory’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-8
| Closed | -$2K | – | 190 |
|
|
2022
Q2 | $2K | Hold |
8
| – | – | ﹤0.01% | 406 |
|
|
2022
Q1 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 408 |
|
|
2020
Q2 | – | Sell |
-50
| Closed | -$6K | – | 604 |
|
|
2020
Q1 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 393 |
|
|
2019
Q4 | – | Sell |
-17
| Closed | -$3K | – | 617 |
|
|
2019
Q3 | $3K | Hold |
17
| – | – | ﹤0.01% | 451 |
|
|
2019
Q2 | $3K | Hold |
17
| – | – | ﹤0.01% | 490 |
|
|
2019
Q1 | $2K | Hold |
17
| – | – | ﹤0.01% | 529 |
|
|
2018
Q4 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 568 |
|