Heritage Wealth Management (Arizona)’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $103K | Buy |
466
+243
| +109% | +$53.6K | 0.01% | 410 |
|
|
2022
Q3 | $41K | Sell |
223
-39
| -15% | -$7.17K | 0.01% | 425 |
|
|
2022
Q2 | $51.5K | Hold |
262
| – | – | 0.02% | 415 |
|
|
2022
Q1 | $56K | Buy |
+262
| New | +$56K | 0.02% | 458 |
|
|
2021
Q3 | $57K | Sell |
328
-67
| -17% | -$11.6K | 0.02% | 427 |
|
|
2021
Q2 | $63K | Sell |
395
-545
| -58% | -$86.9K | 0.02% | 420 |
|
|
2021
Q1 | $148K | Buy |
+940
| New | +$148K | 0.08% | 199 |
|