IBEX Wealth Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-83
| Closed | -$21.1K | – | 99 |
|
|
2024
Q2 | $21.1K | Sell |
83
-11,152
| -99% | -$2.83M | ﹤0.01% | 195 |
|
|
2024
Q1 | $2.48M | Buy |
+11,235
| New | +$2.48M | 0.67% | 51 |
|
|
2023
Q1 | $2.3M | Buy |
11,854
+619
| +6% | +$120K | 0.6% | 54 |
|
|
2022
Q4 | $2.48M | Buy |
+11,235
| New | +$2.48M | 0.56% | 57 |
|
|
2019
Q3 | – | Sell |
-3,000
| Closed | -$441K | – | 118 |
|
|
2019
Q2 | $441K | Buy |
+3,000
| New | +$441K | 0.13% | 114 |
|
|
2018
Q1 | – | Sell |
-4,157
| Closed | -$596K | – | 94 |
|
|
2017
Q4 | $596K | Buy |
4,157
+157
| +4% | +$22.5K | 0.26% | 65 |
|
|
2017
Q3 | $584K | Sell |
4,000
-157
| -4% | -$22.9K | 0.22% | 92 |
|
|
2017
Q2 | $603K | Sell |
4,157
-37
| -0.9% | -$5.37K | 0.24% | 91 |
|
|
2017
Q1 | $574K | Buy |
4,194
+25
| +0.6% | +$3.42K | 0.35% | 64 |
|
|
2016
Q4 | $548K | Sell |
4,169
-5
| -0.1% | -$657 | 0.26% | 86 |
|
|
2016
Q3 | $525K | Buy |
+4,174
| New | +$525K | 0.29% | 87 |
|