PFG Private Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-100
| Closed | -$30.2K | – | 85 |
|
|
2025
Q1 | $30.2K | Buy |
100
+47
| +89% | +$14.2K | 0.02% | 106 |
|
|
2024
Q4 | $14.6K | Hold |
53
| – | – | 0.01% | 123 |
|
|
2024
Q3 | $15.3K | Hold |
53
| – | – | 0.01% | 126 |
|
|
2024
Q2 | $13.5K | Hold |
53
| – | – | 0.01% | 128 |
|
|
2024
Q1 | $13.7K | Hold |
53
| – | – | 0.01% | 122 |
|
|
2023
Q4 | $12K | Buy |
+53
| New | +$12K | 0.01% | 121 |
|