Lake Point Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $55K | Hold |
282
| – | – | 0.03% | 61 |
|
|
2022
Q1 | $60K | Sell |
282
-319
| -53% | -$67.9K | 0.03% | 60 |
|
|
2021
Q4 | $116K | Hold |
601
| – | – | 0.05% | 40 |
|
|
2021
Q3 | $104K | Hold |
601
| – | – | 0.05% | 39 |
|
|
2021
Q2 | $96K | Buy |
+601
| New | +$96K | 0.04% | 42 |
|
|
2019
Q1 | – | Sell |
-51
| Closed | -$7K | – | 699 |
|
|
2018
Q4 | $7K | Buy |
+51
| New | +$7K | ﹤0.01% | 513 |
|