Golden State Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $142K | Sell |
489
-60
| -11% | -$17.4K | 0.02% | 411 |
|
|
2025
Q1 | $166K | Buy |
549
+46
| +9% | +$13.9K | 0.02% | 363 |
|
|
2024
Q4 | $139K | Buy |
+503
| New | +$139K | 0.02% | 377 |
|
|
2020
Q2 | – | Sell |
-346
| Closed | -$39K | – | 277 |
|
|
2020
Q1 | $39K | Buy |
+346
| New | +$39K | 0.02% | 397 |
|
|
2019
Q4 | – | Sell |
-336
| Closed | -$54K | – | 170 |
|
|
2019
Q3 | $54K | Hold |
336
| – | – | 0.02% | 406 |
|
|
2019
Q2 | $49K | Hold |
336
| – | – | 0.02% | 458 |
|
|
2019
Q1 | $47K | Buy |
+336
| New | +$47K | 0.02% | 457 |
|