New England Guild Wealth Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $550K | Hold |
2,494
| – | – | 0.29% | 45 |
|
2022
Q3 | $454K | Hold |
2,494
| – | – | 0.27% | 46 |
|
2022
Q2 | $490K | Hold |
2,494
| – | – | 0.3% | 45 |
|
2022
Q1 | $533K | Hold |
2,494
| – | – | 0.28% | 45 |
|
2021
Q4 | $482K | Hold |
2,494
| – | – | 0.24% | 47 |
|
2021
Q3 | $433K | Hold |
2,494
| – | – | 0.23% | 44 |
|
2021
Q2 | $396K | Hold |
2,494
| – | – | 0.21% | 44 |
|
2021
Q1 | $394K | Buy |
+2,494
| New | +$394K | 0.22% | 43 |
|