Sound Income Strategies’s Chubb CB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $13.7K | Buy |
47
+3
| +7% | +$875 | ﹤0.01% | 851 |
|
2025
Q1 | $13.4K | Buy |
44
+9
| +26% | +$2.74K | ﹤0.01% | 821 |
|
2024
Q4 | $9.68K | Sell |
35
-10
| -22% | -$2.77K | ﹤0.01% | 850 |
|
2024
Q3 | $13K | Sell |
45
-14
| -24% | -$4.04K | ﹤0.01% | 733 |
|
2024
Q2 | $15.1K | Sell |
59
-173
| -75% | -$44.2K | ﹤0.01% | 685 |
|
2024
Q1 | $60.1K | Buy |
232
+205
| +759% | +$53.1K | ﹤0.01% | 389 |
|
2023
Q4 | $6.1K | Hold |
27
| – | – | ﹤0.01% | 848 |
|
2023
Q3 | $5.62K | Sell |
27
-8
| -23% | -$1.67K | ﹤0.01% | 730 |
|
2023
Q2 | $6.74K | Sell |
35
-3
| -8% | -$578 | ﹤0.01% | 677 |
|
2023
Q1 | $7.38K | Sell |
38
-7
| -16% | -$1.36K | ﹤0.01% | 627 |
|
2022
Q4 | $9.93K | Sell |
45
-5
| -10% | -$1.1K | ﹤0.01% | 517 |
|
2022
Q3 | $9K | Sell |
50
-13
| -21% | -$2.34K | ﹤0.01% | 476 |
|
2022
Q2 | $12K | Sell |
63
-21
| -25% | -$4K | ﹤0.01% | 435 |
|
2022
Q1 | $18K | Buy |
84
+5
| +6% | +$1.07K | ﹤0.01% | 370 |
|
2021
Q4 | $15K | Sell |
79
-6
| -7% | -$1.14K | ﹤0.01% | 411 |
|
2021
Q3 | $15K | Sell |
85
-14
| -14% | -$2.47K | ﹤0.01% | 383 |
|
2021
Q2 | $16K | Buy |
99
+76
| +330% | +$12.3K | ﹤0.01% | 385 |
|
2021
Q1 | $3.63K | Buy |
23
+6
| +35% | +$948 | ﹤0.01% | 671 |
|
2020
Q4 | $3K | Hold |
17
| – | – | ﹤0.01% | 656 |
|
2020
Q3 | $2K | Hold |
17
| – | – | ﹤0.01% | 653 |
|
2020
Q2 | $2K | Sell |
17
-43
| -72% | -$5.06K | ﹤0.01% | 625 |
|
2020
Q1 | $7K | Buy |
+60
| New | +$7K | ﹤0.01% | 388 |
|
2019
Q2 | – | Sell |
-30
| Closed | -$4K | – | 674 |
|
2019
Q1 | $4K | Buy |
30
+24
| +400% | +$3.2K | ﹤0.01% | 464 |
|
2018
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 579 |
|
2018
Q3 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 598 |
|