RA
Rise Advisors’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Sell |
784
-57
| -7% | -$16.5K | 0.09% | 88 |
|
|
2025
Q1 | $254K | Buy |
841
+37
| +5% | +$11.2K | 0.11% | 76 |
|
|
2024
Q4 | $222K | Buy |
804
+3
| +0.4% | +$829 | 0.11% | 81 |
|
|
2024
Q3 | $231K | Sell |
801
-42
| -5% | -$12.1K | 0.11% | 81 |
|
|
2024
Q2 | $215K | Buy |
843
+3
| +0.4% | +$765 | 0.11% | 88 |
|
|
2024
Q1 | $218K | Buy |
840
+193
| +30% | +$50K | 0.12% | 85 |
|
|
2023
Q4 | $146K | Buy |
647
+296
| +84% | +$66.9K | 0.1% | 82 |
|
|
2023
Q3 | $73K | Buy |
351
+2
| +0.6% | +$416 | 0.06% | 108 |
|
|
2023
Q2 | $67.3K | Sell |
349
-30
| -8% | -$5.78K | 0.05% | 128 |
|
|
2023
Q1 | $73.6K | Buy |
379
+1
| +0.3% | +$194 | 0.06% | 126 |
|
|
2022
Q4 | $83.3K | Buy |
378
+2
| +0.5% | +$441 | 0.07% | 117 |
|
|
2022
Q3 | $68K | Buy |
376
+345
| +1,113% | +$62.4K | 0.06% | 124 |
|
|
2022
Q2 | $6K | Hold |
31
| – | – | 0.01% | 413 |
|
|
2022
Q1 | $7K | Hold |
31
| – | – | 0.01% | 369 |
|
|
2021
Q4 | $5.91K | Buy |
+31
| New | +$5.91K | 0.01% | 385 |
|