Laurel Wealth Advisors (California)’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,384
| Closed | -$251K | – | 643 |
|
|
2022
Q3 | $251K | Buy |
1,384
+42
| +3% | +$7.62K | 0.03% | 540 |
|
|
2022
Q2 | $264K | Buy |
+1,342
| New | +$264K | 0.03% | 532 |
|
|
2018
Q3 | – | Sell |
-1,814
| Closed | -$230K | – | 402 |
|
|
2018
Q2 | $230K | Sell |
1,814
-2
| -0.1% | -$254 | 0.06% | 333 |
|
|
2018
Q1 | $248K | Sell |
1,816
-159
| -8% | -$21.7K | 0.08% | 277 |
|
|
2017
Q4 | $288K | Buy |
+1,975
| New | +$288K | 0.08% | 262 |
|