MinichMacGregor Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-14,545
| Closed | -$2.07M | – | 60 |
|
|
2018
Q4 | $2.07M | Buy |
14,545
+14,530
| +96,867% | +$2.07M | 1.42% | 27 |
|
|
2018
Q3 | $1K | Sell |
15
-11
| -42% | -$733 | ﹤0.01% | 471 |
|
|
2018
Q2 | $3K | Buy |
26
+5
| +24% | +$577 | ﹤0.01% | 418 |
|
|
2018
Q1 | $2K | Sell |
21
-8
| -28% | -$762 | ﹤0.01% | 419 |
|
|
2017
Q4 | $4K | Buy |
29
+2
| +7% | +$276 | ﹤0.01% | 382 |
|
|
2017
Q3 | $3K | Hold |
27
| – | – | ﹤0.01% | 371 |
|
|
2017
Q2 | $3K | Sell |
27
-63
| -70% | -$7K | ﹤0.01% | 370 |
|
|
2017
Q1 | $12K | Sell |
90
-7
| -7% | -$933 | 0.01% | 244 |
|
|
2016
Q4 | $12K | Buy |
97
+17
| +21% | +$2.1K | 0.01% | 232 |
|
|
2016
Q3 | $10K | Buy |
80
+3
| +4% | +$375 | 0.01% | 258 |
|
|
2016
Q2 | $10K | Buy |
77
+1
| +1% | +$130 | 0.01% | 252 |
|
|
2016
Q1 | $9K | Buy |
+76
| New | +$9K | 0.01% | 261 |
|