Schneider Downs Wealth Management Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,312
| Closed | -$239K | – | 119 |
|
|
2022
Q3 | $239K | Hold |
1,312
| – | – | 0.07% | 111 |
|
|
2022
Q2 | $258K | Hold |
1,312
| – | – | 0.07% | 108 |
|
|
2022
Q1 | $281K | Buy |
1,312
+151
| +13% | +$32.3K | 0.07% | 112 |
|
|
2021
Q4 | $224K | Hold |
1,161
| – | – | 0.05% | 143 |
|
|
2021
Q3 | $201K | Buy |
+1,161
| New | +$201K | 0.05% | 143 |
|