Harvest Group Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-340
| Closed | -$52K | – | 132 |
|
|
2020
Q4 | $52K | Buy |
340
+72
| +27% | +$11K | 0.03% | 104 |
|
|
2020
Q3 | $31K | Hold |
268
| – | – | 0.02% | 121 |
|
|
2020
Q2 | $33K | Hold |
268
| – | – | 0.03% | 108 |
|
|
2020
Q1 | $29K | Hold |
268
| – | – | 0.03% | 106 |
|
|
2019
Q4 | $41K | Hold |
268
| – | – | 0.04% | 87 |
|
|
2019
Q3 | $43K | Hold |
268
| – | – | 0.05% | 83 |
|
|
2019
Q2 | $39K | Sell |
268
-62
| -19% | -$9.02K | 0.05% | 85 |
|
|
2019
Q1 | $46K | Buy |
+330
| New | +$46K | 0.04% | 92 |
|