OPOWM
One Plus One Wealth Management’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,036
| Closed | -$229K | – | 89 |
|
|
2022
Q4 | $229K | Buy |
+1,036
| New | +$229K | 0.16% | 82 |
|
|
2022
Q3 | – | Sell |
-1,092
| Closed | -$215K | – | 90 |
|
|
2022
Q2 | $215K | Hold |
1,092
| – | – | 0.16% | 87 |
|
|
2022
Q1 | $234K | Sell |
1,092
-78
| -7% | -$16.7K | 0.16% | 81 |
|
|
2021
Q4 | $226K | Hold |
1,170
| – | – | 0.16% | 92 |
|
|
2021
Q3 | $203K | Buy |
+1,170
| New | +$203K | 0.15% | 85 |
|