QP 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 | $330K | Hold |
1,585
| – | – | 0.58% | 46 |
|
|
2023
Q2 | $305K | Hold |
1,585
| – | – | 0.48% | 48 |
|
|
2023
Q1 | $308K | Hold |
1,585
| – | – | 0.5% | 47 |
|
|
2022
Q4 | $350K | Hold |
1,585
| – | – | 0.54% | 48 |
|
|
2022
Q3 | $291K | Hold |
1,585
| – | – | 0.42% | 46 |
|
|
2022
Q2 | $312K | Hold |
1,585
| – | – | 0.43% | 50 |
|
|
2022
Q1 | $339K | Hold |
1,585
| – | – | 0.38% | 50 |
|
|
2021
Q4 | $306K | Hold |
1,585
| – | – | 0.32% | 57 |
|
|
2021
Q3 | $275K | Sell |
1,585
-18
| -1% | -$3.12K | 0.3% | 58 |
|
|
2021
Q2 | $255K | Hold |
1,603
| – | – | 0.26% | 62 |
|
|
2021
Q1 | $253K | Hold |
1,603
| – | – | 0.28% | 54 |
|
|
2020
Q4 | $247K | Buy |
+1,603
| New | +$247K | 0.27% | 55 |
|
|
2020
Q3 | – | Sell |
-1,603
| Closed | -$203K | – | 65 |
|
|
2020
Q2 | $203K | Buy |
+1,603
| New | +$203K | 0.28% | 54 |
|
|
2020
Q1 | – | Sell |
-1,643
| Closed | -$253K | – | 66 |
|
|
2019
Q4 | $253K | Buy |
+1,643
| New | +$253K | 0.31% | 72 |
|