Simplicity Wealth’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $577K | Buy |
1,992
+1,316
| +195% | +$381K | 0.02% | 426 |
|
|
2025
Q1 | $204K | Buy |
+676
| New | +$204K | 0.02% | 526 |
|
|
2024
Q3 | – | Sell |
-8,390
| Closed | -$2.14M | – | 587 |
|
|
2024
Q2 | $2.14M | Sell |
8,390
-71
| -0.8% | -$18.1K | 0.05% | 344 |
|
|
2024
Q1 | $2.19M | Buy |
+8,461
| New | +$2.19M | 0.05% | 337 |
|