Teamwork Financial Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-1,463
| Closed | -$323K | – | 187 |
|
2022
Q4 | $323K | Sell |
1,463
-3,220
| -69% | -$710K | 0.07% | 153 |
|
2022
Q3 | $852K | Sell |
4,683
-19,467
| -81% | -$3.54M | 0.18% | 82 |
|
2022
Q2 | $4.75M | Buy |
24,150
+4,366
| +22% | +$858K | 1.04% | 16 |
|
2022
Q1 | $4.23M | Buy |
+19,784
| New | +$4.23M | 0.79% | 16 |
|