Lumature Wealth Partners’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $250K | Sell |
1,299
-6
| -0.5% | -$1.16K | 0.15% | 135 |
|
|
2023
Q1 | $253K | Sell |
1,305
-27
| -2% | -$5.24K | 0.14% | 126 |
|
|
2022
Q4 | $294K | Sell |
1,332
-37
| -3% | -$8.16K | 0.16% | 106 |
|
|
2022
Q3 | $249K | Buy |
1,369
+65
| +5% | +$11.8K | 0.13% | 120 |
|
|
2022
Q2 | $256K | Sell |
1,304
-288
| -18% | -$56.5K | 0.11% | 131 |
|
|
2022
Q1 | $341K | Buy |
1,592
+1,106
| +228% | +$237K | 0.14% | 112 |
|
|
2021
Q4 | $94K | Buy |
486
+2
| +0.4% | +$387 | 0.04% | 186 |
|
|
2021
Q3 | $84K | Buy |
484
+23
| +5% | +$3.99K | 0.03% | 191 |
|
|
2021
Q2 | $73K | Buy |
461
+105
| +29% | +$16.6K | 0.03% | 202 |
|
|
2021
Q1 | $56K | Buy |
+356
| New | +$56K | 0.03% | 224 |
|