RGT Wealth Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-2,417
| Closed | -$331K | – | 47 |
|
|
2018
Q1 | $331K | Sell |
2,417
-290
| -11% | -$39.7K | 0.16% | 60 |
|
|
2017
Q4 | $396K | Hold |
2,707
| – | – | 0.21% | 49 |
|
|
2017
Q3 | $386K | Buy |
2,707
+471
| +21% | +$67.2K | 0.26% | 44 |
|
|
2017
Q2 | $325K | Buy |
+2,236
| New | +$325K | 0.22% | 49 |
|
|
2017
Q1 | – | Sell |
-2,225
| Closed | -$294K | – | 109 |
|
|
2016
Q4 | $294K | Sell |
2,225
-820
| -27% | -$108K | 0.17% | 79 |
|
|
2016
Q3 | $383K | Buy |
+3,045
| New | +$383K | 0.24% | 59 |
|