Intercontinental Wealth Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $486K | Buy |
2,524
+29
| +1% | +$5.58K | 0.12% | 192 |
|
|
2023
Q1 | $484K | Buy |
2,495
+24
| +1% | +$4.66K | 0.12% | 196 |
|
|
2022
Q4 | $545K | Sell |
2,471
-53
| -2% | -$11.7K | 0.16% | 147 |
|
|
2022
Q3 | $459K | Buy |
2,524
+124
| +5% | +$22.6K | 0.14% | 164 |
|
|
2022
Q2 | $472K | Buy |
2,400
+2
| +0.1% | +$393 | 0.13% | 170 |
|
|
2022
Q1 | $513K | Sell |
2,398
-4
| -0.2% | -$856 | 0.12% | 176 |
|
|
2021
Q4 | $464K | Buy |
2,402
+42
| +2% | +$8.11K | 0.1% | 195 |
|
|
2021
Q3 | $409K | Sell |
2,360
-82
| -3% | -$14.2K | 0.1% | 194 |
|
|
2021
Q2 | $388K | Buy |
2,442
+103
| +4% | +$16.4K | 0.08% | 204 |
|
|
2021
Q1 | $369K | Buy |
2,339
+55
| +2% | +$8.68K | 0.08% | 191 |
|
|
2020
Q4 | $352K | Sell |
2,284
-710
| -24% | -$109K | 0.08% | 183 |
|
|
2020
Q3 | $348K | Buy |
2,994
+62
| +2% | +$7.21K | 0.1% | 147 |
|
|
2020
Q2 | $371K | Buy |
2,932
+496
| +20% | +$62.8K | 0.12% | 126 |
|
|
2020
Q1 | $272K | Buy |
+2,436
| New | +$272K | 0.14% | 120 |
|