Icon Wealth Partners’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$114K Buy
2019
Q2
Sell
2019
Q1
$21K Buy
2018
Q3
Sell
2018
Q2
$28K Buy
2018
Q1
Sell
2017
Q4
$99K Buy