Janiczek Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $183K | Buy |
718
+28
| +4% | +$7.15K | 0.04% | 195 |
|
|
2024
Q1 | $179K | Hold |
690
| – | – | 0.04% | 192 |
|
|
2023
Q4 | $156K | Buy |
690
+29
| +4% | +$6.56K | 0.04% | 203 |
|
|
2023
Q3 | $138K | Buy |
661
+14
| +2% | +$2.92K | 0.04% | 197 |
|
|
2023
Q2 | $125K | Buy |
647
+17
| +3% | +$3.28K | 0.03% | 185 |
|
|
2023
Q1 | $123K | Sell |
630
-1
| -0.2% | -$196 | 0.04% | 183 |
|
|
2022
Q4 | $142K | Sell |
631
-17
| -3% | -$3.84K | 0.04% | 171 |
|
|
2022
Q3 | $120K | Buy |
648
+15
| +2% | +$2.78K | 0.04% | 167 |
|
|
2022
Q2 | $119K | Sell |
633
-284
| -31% | -$53.4K | 0.04% | 179 |
|
|
2022
Q1 | $196K | Sell |
917
-162
| -15% | -$34.6K | 0.05% | 119 |
|
|
2021
Q4 | $209K | Buy |
1,079
+106
| +11% | +$20.5K | 0.06% | 98 |
|
|
2021
Q3 | $169K | Buy |
973
+353
| +57% | +$61.3K | 0.06% | 112 |
|
|
2021
Q2 | $99K | Buy |
620
+47
| +8% | +$7.51K | 0.04% | 157 |
|
|
2021
Q1 | $91K | Buy |
573
+103
| +22% | +$16.4K | 0.04% | 151 |
|
|
2020
Q4 | $72K | Buy |
470
+334
| +246% | +$51.2K | 0.03% | 143 |
|
|
2020
Q3 | $16K | Buy |
136
+67
| +97% | +$7.88K | 0.01% | 176 |
|
|
2020
Q2 | $9K | Buy |
+69
| New | +$9K | 0.01% | 148 |
|