Lucia Wealth Services’s Chubb CB Stock Holding History

Lucia Wealth Services’s Portfolio CB Stock Details CB Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$1.11M	Buy
2020 Q2	$974K	Buy
2019 Q2	–	Sell
2019 Q1	$296K	Sell
2018 Q4	$294K	Sell
2018 Q3	$439K	Sell
2018 Q2	$503K	Sell
2018 Q1	$2.1M	Buy
2017 Q4	$1.63M	Buy