Inlet Private Wealth’s Chubb CB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $207K | Buy |
715
+5
| +0.7% | +$1.45K | 0.05% | 126 |
|
2025
Q1 | $214K | Buy |
+710
| New | +$214K | 0.06% | 123 |
|
2019
Q3 | – | Sell |
-1,702
| Closed | -$254K | – | 144 |
|
2019
Q2 | $254K | Buy |
1,702
+106
| +7% | +$15.8K | 0.09% | 127 |
|
2019
Q1 | $224K | Sell |
1,596
-3,740
| -70% | -$525K | 0.09% | 133 |
|
2018
Q4 | $689K | Buy |
+5,336
| New | +$689K | 0.37% | 65 |
|