Lenox Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $203K | Buy |
1,598
+61
| +4% | +$7.75K | 0.06% | 149 |
|
|
2020
Q1 | $172K | Buy |
1,537
+85
| +6% | +$9.51K | 0.06% | 146 |
|
|
2019
Q4 | $227K | Sell |
1,452
-140
| -9% | -$21.9K | 0.06% | 139 |
|
|
2019
Q3 | $258K | Buy |
1,592
+53
| +3% | +$8.59K | 0.08% | 126 |
|
|
2019
Q2 | $226K | Buy |
1,539
+85
| +6% | +$12.5K | 0.07% | 125 |
|
|
2019
Q1 | $204K | Buy |
1,454
+69
| +5% | +$9.68K | 0.06% | 125 |
|
|
2018
Q4 | $180K | Sell |
1,385
-34
| -2% | -$4.42K | 0.06% | 122 |
|
|
2018
Q3 | $191K | Sell |
1,419
-88
| -6% | -$11.8K | 0.06% | 147 |
|
|
2018
Q2 | $193K | Buy |
1,507
+472
| +46% | +$60.4K | 0.06% | 137 |
|
|
2018
Q1 | $142K | Buy |
1,035
+289
| +39% | +$39.7K | 0.05% | 152 |
|
|
2017
Q4 | $110K | Buy |
746
+92
| +14% | +$13.6K | 0.03% | 157 |
|
|
2017
Q3 | $93K | Buy |
654
+103
| +19% | +$14.6K | 0.03% | 169 |
|
|
2017
Q2 | $80K | Buy |
+551
| New | +$80K | 0.03% | 171 |
|