TWM
Torch Wealth Management’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $2.51M | Buy |
16,104
+56
| +0.3% | +$8.71K | 1.38% | 23 |
|
|
2019
Q3 | $2.59M | Sell |
16,048
-100
| -0.6% | -$16.1K | 1.53% | 18 |
|
|
2019
Q2 | $2.38M | Buy |
16,148
+75
| +0.5% | +$11K | 1.43% | 21 |
|
|
2019
Q1 | $2.25M | Sell |
16,073
-40
| -0.2% | -$5.6K | 1.39% | 20 |
|
|
2018
Q4 | $2.08M | Buy |
16,113
+635
| +4% | +$82K | 1.49% | 19 |
|
|
2018
Q3 | $2.07M | Sell |
15,478
-90
| -0.6% | -$12K | 1.24% | 27 |
|
|
2018
Q2 | $1.98M | Buy |
15,568
+250
| +2% | +$31.7K | 1.24% | 28 |
|
|
2018
Q1 | $2.1M | Buy |
15,318
+425
| +3% | +$58.1K | 1.36% | 25 |
|
|
2017
Q4 | $2.18M | Buy |
14,893
+348
| +2% | +$50.8K | 1.33% | 24 |
|
|
2017
Q3 | $2.07M | Sell |
14,545
-145
| -1% | -$20.7K | 1.36% | 27 |
|
|
2017
Q2 | $2.14M | Buy |
14,690
+70
| +0.5% | +$10.2K | 1.47% | 22 |
|
|
2017
Q1 | $1.99M | Buy |
14,620
+135
| +0.9% | +$18.4K | 1.33% | 25 |
|
|
2016
Q4 | $1.91M | Hold |
14,485
| – | – | 1.35% | 23 |
|
|
2016
Q3 | $1.82M | Sell |
14,485
-30
| -0.2% | -$3.77K | 1.33% | 23 |
|
|
2016
Q2 | $1.9M | Hold |
14,515
| – | – | 1.39% | 23 |
|
|
2016
Q1 | $1.73M | Buy |
+14,515
| New | +$1.73M | 1.3% | 25 |
|