Kolinsky 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
Q4
$240K Sell
869
-23
-3% -$6.36K 0.15% 141
2024
Q3
$257K Sell
892
-40
-4% -$11.5K 0.17% 136
2024
Q2
$238K Sell
932
-8
-0.9% -$2.04K 0.17% 128
2024
Q1
$244K Sell
940
-1
-0.1% -$259 0.19% 124
2023
Q4
$213K Buy
+941
New +$213K 0.19% 128