Jackson Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-9,477
| Closed | -$1.44M | – | 109 |
|
|
2019
Q4 | $1.44M | Buy |
9,477
+222
| +2% | +$33.7K | 0.24% | 95 |
|
|
2019
Q3 | $1.44M | Buy |
+9,255
| New | +$1.44M | 0.3% | 84 |
|
|
2018
Q1 | – | Sell |
-10,952
| Closed | -$1.6M | – | 92 |
|
|
2017
Q4 | $1.6M | Buy |
10,952
+281
| +3% | +$41K | 0.41% | 75 |
|
|
2017
Q3 | $1.57M | Buy |
+10,671
| New | +$1.57M | 0.43% | 62 |
|