Mascoma Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.4K | Hold |
29
| – | – | ﹤0.01% | 343 |
|
|
2025
Q1 | $8.76K | Sell |
29
-40
| -58% | -$12.1K | ﹤0.01% | 348 |
|
|
2024
Q4 | $19.1K | Hold |
69
| – | – | ﹤0.01% | 276 |
|
|
2024
Q3 | $19.9K | Hold |
69
| – | – | 0.01% | 265 |
|
|
2024
Q2 | $17.6K | Buy |
69
+40
| +138% | +$10.2K | ﹤0.01% | 281 |
|
|
2024
Q1 | $7.52K | Hold |
29
| – | – | ﹤0.01% | 342 |
|
|
2023
Q4 | $6.55K | Hold |
29
| – | – | ﹤0.01% | 366 |
|
|
2023
Q3 | $6.04K | Hold |
29
| – | – | ﹤0.01% | 375 |
|
|
2023
Q2 | $5.83K | Sell |
29
-59
| -67% | -$11.9K | ﹤0.01% | 374 |
|
|
2023
Q1 | $17.8K | Hold |
88
| – | – | 0.01% | 351 |
|
|
2022
Q4 | $19.4K | Hold |
88
| – | – | 0.01% | 335 |
|
|
2022
Q3 | $16K | Buy |
88
+53
| +151% | +$9.64K | 0.01% | 349 |
|
|
2022
Q2 | $7K | Hold |
35
| – | – | ﹤0.01% | 459 |
|
|
2022
Q1 | $7K | Hold |
35
| – | – | ﹤0.01% | 476 |
|
|
2021
Q4 | $7K | Buy |
35
+6
| +21% | +$1.2K | ﹤0.01% | 428 |
|
|
2021
Q3 | $5K | Buy |
+29
| New | +$5K | ﹤0.01% | 380 |
|
|
2021
Q2 | – | Sell |
-29
| Closed | -$5K | – | 158 |
|
|
2021
Q1 | $5K | Buy |
+29
| New | +$5K | ﹤0.01% | 377 |
|
|
2019
Q3 | – | Sell |
-29
| Closed | -$4K | – | 118 |
|
|
2019
Q2 | $4K | Hold |
29
| – | – | ﹤0.01% | 302 |
|
|
2019
Q1 | $4K | Hold |
29
| – | – | ﹤0.01% | 306 |
|
|
2018
Q4 | $4K | Hold |
29
| – | – | ﹤0.01% | 303 |
|
|
2018
Q3 | $4K | Hold |
29
| – | – | ﹤0.01% | 333 |
|
|
2018
Q2 | $4K | Hold |
29
| – | – | ﹤0.01% | 323 |
|
|
2018
Q1 | $4K | Hold |
29
| – | – | ﹤0.01% | 317 |
|
|
2017
Q4 | $4K | Sell |
29
-10
| -26% | -$1.38K | ﹤0.01% | 312 |
|
|
2017
Q3 | $6K | Buy |
39
+4
| +11% | +$615 | ﹤0.01% | 308 |
|
|
2017
Q2 | $5K | Buy |
35
+6
| +21% | +$857 | ﹤0.01% | 323 |
|
|
2017
Q1 | $4K | Hold |
29
| – | – | ﹤0.01% | 306 |
|
|
2016
Q4 | $4K | Buy |
+29
| New | +$4K | ﹤0.01% | 308 |
|