LGWM
Litman Gregory Wealth Management’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-13
| Closed | -$2K | – | 215 |
|
|
2019
Q3 | $2K | Sell |
13
-13
| -50% | -$2K | ﹤0.01% | 172 |
|
|
2019
Q2 | $4K | Buy |
+26
| New | +$4K | ﹤0.01% | 179 |
|
|
2018
Q2 | – | Sell |
-400
| Closed | -$55K | – | 107 |
|
|
2018
Q1 | $55K | Buy |
+400
| New | +$55K | 0.02% | 92 |
|