GW & Wade’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $946K | Buy |
4,184
+12
| +0.3% | +$2.71K | 0.03% | 230 |
|
|
2023
Q3 | $868K | Buy |
4,172
+2,350
| +129% | +$489K | 0.03% | 226 |
|
|
2023
Q2 | $351K | Buy |
1,822
+6
| +0.3% | +$1.16K | 0.01% | 300 |
|
|
2023
Q1 | $353K | Sell |
1,816
-159
| -8% | -$30.9K | 0.01% | 298 |
|
|
2022
Q4 | $436K | Buy |
1,975
+62
| +3% | +$13.7K | 0.02% | 270 |
|
|
2022
Q3 | $348K | Sell |
1,913
-34
| -2% | -$6.19K | 0.02% | 287 |
|
|
2022
Q2 | $383K | Buy |
1,947
+249
| +15% | +$49K | 0.02% | 276 |
|
|
2022
Q1 | $363K | Buy |
1,698
+1
| +0.1% | +$214 | 0.02% | 284 |
|
|
2021
Q4 | $328K | Sell |
1,697
-49
| -3% | -$9.47K | 0.01% | 302 |
|
|
2021
Q3 | $303K | Buy |
1,746
+15
| +0.9% | +$2.6K | 0.01% | 306 |
|
|
2021
Q2 | $275K | Buy |
1,731
+96
| +6% | +$15.3K | 0.01% | 323 |
|
|
2021
Q1 | $258K | Buy |
+1,635
| New | +$258K | 0.01% | 301 |
|