Liberty Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-185
| Closed | -$32K | – | 301 |
|
|
2021
Q3 | $32K | Buy |
185
+34
| +23% | +$5.88K | 0.01% | 521 |
|
|
2021
Q2 | $24K | Sell |
151
-13
| -8% | -$2.07K | 0.01% | 468 |
|
|
2021
Q1 | $24K | Hold |
164
| – | – | 0.01% | 423 |
|
|
2020
Q4 | $24K | Sell |
164
-27
| -14% | -$3.95K | 0.01% | 420 |
|
|
2020
Q3 | $22K | Buy |
191
+22
| +13% | +$2.53K | 0.01% | 378 |
|
|
2020
Q2 | $21K | Sell |
169
-52
| -24% | -$6.46K | 0.01% | 372 |
|
|
2020
Q1 | $25K | Sell |
221
-27
| -11% | -$3.05K | 0.02% | 317 |
|
|
2019
Q4 | $38K | Buy |
248
+60
| +32% | +$9.19K | 0.03% | 298 |
|
|
2019
Q3 | $30K | Buy |
188
+120
| +176% | +$19.1K | 0.03% | 322 |
|
|
2019
Q2 | $10K | Sell |
68
-9
| -12% | -$1.32K | 0.01% | 520 |
|
|
2019
Q1 | $10K | Buy |
77
+16
| +26% | +$2.08K | 0.01% | 435 |
|
|
2018
Q4 | $7K | Buy |
+61
| New | +$7K | 0.01% | 479 |
|