SWS
SYSTM Wealth Solutions’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,118
| Closed | -$1.05M | – | 180 |
|
|
2024
Q2 | $1.05M | Sell |
4,118
-11,344
| -73% | -$2.9M | 0.23% | 110 |
|
|
2024
Q1 | $4.01M | Sell |
15,462
-4,035
| -21% | -$1.05M | 0.51% | 50 |
|
|
2023
Q4 | $4.42M | Sell |
19,497
-8,395
| -30% | -$1.9M | 0.61% | 38 |
|
|
2023
Q3 | $5.81M | Sell |
27,892
-2,209
| -7% | -$460K | 0.89% | 18 |
|
|
2023
Q2 | $5.8M | Sell |
30,101
-6,264
| -17% | -$1.21M | 0.78% | 21 |
|
|
2023
Q1 | $7.06M | Sell |
36,365
-244
| -0.7% | -$47.4K | 1.09% | 15 |
|
|
2022
Q4 | $8.08M | Buy |
+36,609
| New | +$8.08M | 1% | 15 |
|