Icon Wealth Partners’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-594
| Closed | -$114K | – | 398 |
|
|
2023
Q2 | $114K | Buy |
+594
| New | +$114K | 0.01% | 385 |
|
|
2019
Q2 | – | Sell |
-150
| Closed | -$21K | – | 257 |
|
|
2019
Q1 | $21K | Buy |
+150
| New | +$21K | 0.01% | 537 |
|
|
2018
Q3 | – | Sell |
-218
| Closed | -$28K | – | 343 |
|
|
2018
Q2 | $28K | Buy |
+218
| New | +$28K | 0.01% | 512 |
|
|
2018
Q1 | – | Sell |
-675
| Closed | -$99K | – | 333 |
|
|
2017
Q4 | $99K | Buy |
+675
| New | +$99K | 0.05% | 281 |
|