Tradition Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-535
| Closed | -$121K | – | 496 |
|
|
2023
Q4 | $121K | Sell |
535
-13
| -2% | -$2.94K | 0.01% | 420 |
|
|
2023
Q3 | $114K | Buy |
548
+3
| +0.6% | +$624 | 0.01% | 409 |
|
|
2023
Q2 | $105K | Buy |
545
+73
| +15% | +$14.1K | 0.01% | 446 |
|
|
2023
Q1 | $92K | Buy |
472
+77
| +19% | +$15K | 0.01% | 463 |
|
|
2022
Q4 | $87K | Buy |
395
+8
| +2% | +$1.76K | 0.01% | 408 |
|
|
2022
Q3 | $70K | Buy |
+387
| New | +$70K | 0.01% | 431 |
|