High Net Worth Advisory Group’s Chubb CB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-336
| Closed | -$74.1K | – | 251 |
|
2022
Q4 | $74.1K | Hold |
336
| – | – | 0.03% | 274 |
|
2022
Q3 | $61K | Hold |
336
| – | – | 0.03% | 296 |
|
2022
Q2 | $66K | Hold |
336
| – | – | 0.03% | 286 |
|
2022
Q1 | $72K | Hold |
336
| – | – | 0.03% | 285 |
|
2021
Q4 | $65K | Buy |
+336
| New | +$65K | 0.02% | 316 |
|