Lenox Wealth Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $66K | Buy |
305
+6
| +2% | +$1.3K | 0.01% | 213 |
|
|
2021
Q4 | $58K | Sell |
299
-28
| -9% | -$5.43K | 0.01% | 236 |
|
|
2021
Q3 | $57K | Buy |
327
+228
| +230% | +$39.7K | 0.01% | 219 |
|
|
2021
Q2 | $16K | Buy |
99
+13
| +15% | +$2.1K | ﹤0.01% | 402 |
|
|
2021
Q1 | $14K | Sell |
86
-162
| -65% | -$26.4K | ﹤0.01% | 360 |
|
|
2020
Q4 | $38K | Buy |
248
+194
| +359% | +$29.7K | 0.01% | 217 |
|
|
2020
Q3 | $6K | Sell |
54
-160
| -75% | -$17.8K | ﹤0.01% | 424 |
|
|
2020
Q2 | $27K | Buy |
214
+160
| +296% | +$20.2K | ﹤0.01% | 246 |
|
|
2020
Q1 | $6K | Sell |
54
-3
| -5% | -$333 | ﹤0.01% | 395 |
|
|
2019
Q4 | $9K | Buy |
+57
| New | +$9K | ﹤0.01% | 418 |
|
|
2019
Q2 | – | Sell |
-108
| Closed | -$15K | – | 437 |
|
|
2019
Q1 | $15K | Buy |
+108
| New | +$15K | ﹤0.01% | 230 |
|
|
2018
Q4 | – | Sell |
-84
| Closed | -$11K | – | 372 |
|
|
2018
Q3 | $11K | Sell |
84
-16
| -16% | -$2.1K | ﹤0.01% | 270 |
|
|
2018
Q2 | $13K | Sell |
100
-80
| -44% | -$10.4K | ﹤0.01% | 306 |
|
|
2018
Q1 | $25K | Buy |
180
+143
| +386% | +$19.9K | 0.01% | 242 |
|
|
2017
Q4 | $5K | Buy |
+37
| New | +$5K | ﹤0.01% | 215 |
|
|
2017
Q1 | – | Sell |
-124
| Closed | -$16K | – | 91 |
|
|
2016
Q4 | $16K | Sell |
124
-35
| -22% | -$4.52K | 0.01% | 88 |
|
|
2016
Q3 | $20K | Buy |
159
+35
| +28% | +$4.4K | 0.01% | 139 |
|
|
2016
Q2 | $16K | Hold |
124
| – | – | ﹤0.01% | 147 |
|
|
2016
Q1 | $15K | Buy |
+124
| New | +$15K | ﹤0.01% | 152 |
|
|
2015
Q4 | – | Sell |
-200
| Closed | -$21K | – | 506 |
|
|
2015
Q3 | $21K | Buy |
+200
| New | +$21K | 0.01% | 130 |
|
|
2014
Q1 | – | Sell |
-76
| Closed | -$8K | – | 207 |
|
|
2013
Q4 | $8K | Buy |
+76
| New | +$8K | 0.01% | 186 |
|