TFO Wealth Partners’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-131
| Closed | -$33.9K | – | 175 |
|
|
2024
Q1 | $33.9K | Hold |
131
| – | – | 0.01% | 65 |
|
|
2023
Q4 | $29.6K | Sell |
131
-4
| -3% | -$904 | 0.01% | 69 |
|
|
2023
Q3 | $26K | Buy |
135
+4
| +3% | +$770 | 0.01% | 130 |
|
|
2023
Q2 | $25.2K | Hold |
131
| – | – | 0.01% | 122 |
|
|
2023
Q1 | $25.4K | Buy |
131
+129
| +6,450% | +$25.1K | 0.01% | 86 |
|
|
2022
Q4 | $489 | Buy |
+2
| New | +$489 | ﹤0.01% | 481 |
|
|
2022
Q3 | – | Sell |
-47
| Closed | -$9K | – | 187 |
|
|
2022
Q2 | $9K | Buy |
+47
| New | +$9K | ﹤0.01% | 135 |
|
|
2020
Q4 | – | Sell |
-21
| Closed | -$2K | – | 91 |
|
|
2020
Q3 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 133 |
|