MWS
Maxwell Wealth Strategies’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.8M | Sell |
10,150
-154
| -1% | -$42.6K | 1.15% | 25 |
|
|
2024
Q3 | $2.86M | Sell |
10,304
-235
| -2% | -$65.2K | 1.21% | 25 |
|
|
2024
Q2 | $2.69M | Sell |
10,539
-46
| -0.4% | -$11.7K | 1.32% | 24 |
|
|
2024
Q1 | $2.81M | Sell |
10,585
-5
| -0% | -$1.33K | 1.42% | 21 |
|
|
2023
Q4 | $2.39M | Buy |
+10,590
| New | +$2.39M | 1.56% | 24 |
|