NEIRG Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-11,156
| Closed | -$2.15M | – | 18 |
|
2023
Q2 | $2.15M | Sell |
11,156
-1,462
| -12% | -$282K | 0.4% | 56 |
|
2023
Q1 | $2.45M | Sell |
12,618
-366
| -3% | -$71.1K | 0.42% | 59 |
|
2022
Q4 | $2.86M | Sell |
12,984
-176
| -1% | -$38.8K | 0.54% | 57 |
|
2022
Q3 | $2.39M | Sell |
13,160
-414
| -3% | -$75.3K | 0.48% | 60 |
|
2022
Q2 | $2.67M | Buy |
13,574
+2,092
| +18% | +$411K | 0.58% | 49 |
|
2022
Q1 | $2.46M | Buy |
+11,482
| New | +$2.46M | 0.48% | 56 |
|