Keener Financial Planning’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10K | Hold |
36
| – | – | 0.01% | 157 |
|
|
2025
Q1 | $10K | Hold |
36
| – | – | 0.01% | 120 |
|
|
2024
Q4 | $9K | Hold |
36
| – | – | 0.01% | 135 |
|
|
2024
Q3 | $10K | Hold |
36
| – | – | 0.01% | 129 |
|
|
2024
Q2 | $9K | Sell |
36
-43
| -54% | -$10.8K | 0.01% | 137 |
|
|
2024
Q1 | $21K | Buy |
+79
| New | +$21K | 0.01% | 122 |
|