Moisand Fitzgerald Tamayo’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4
| Closed | -$1K | – | 722 |
|
|
2022
Q2 | $1K | Sell |
4
-4
| -50% | -$1K | ﹤0.01% | 481 |
|
|
2022
Q1 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 369 |
|
|
2021
Q1 | – | Sell |
-7
| Closed | -$1K | – | 361 |
|
|
2020
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 323 |
|
|
2020
Q1 | – | Sell |
-100
| Closed | -$16K | – | 259 |
|
|
2019
Q4 | $16K | Hold |
100
| – | – | 0.01% | 173 |
|
|
2019
Q3 | $16K | Hold |
100
| – | – | 0.01% | 168 |
|
|
2019
Q2 | $15K | Hold |
100
| – | – | 0.01% | 172 |
|
|
2019
Q1 | $14K | Hold |
100
| – | – | 0.01% | 179 |
|
|
2018
Q4 | $13K | Hold |
100
| – | – | 0.01% | 178 |
|
|
2018
Q3 | $13K | Hold |
100
| – | – | 0.01% | 197 |
|
|
2018
Q2 | $13K | Hold |
100
| – | – | 0.01% | 182 |
|
|
2018
Q1 | $14K | Hold |
100
| – | – | 0.01% | 188 |
|
|
2017
Q4 | $15K | Hold |
100
| – | – | 0.01% | 172 |
|
|
2017
Q3 | $14K | Buy |
+100
| New | +$14K | 0.01% | 189 |
|