TSWM
Triangle Securities Wealth Management’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-872
| Closed | -$263K | – | 204 |
|
|
2025
Q1 | $263K | Buy |
872
+65
| +8% | +$19.6K | 0.07% | 187 |
|
|
2024
Q4 | $223K | Hold |
807
| – | – | 0.06% | 191 |
|
|
2024
Q3 | $233K | Hold |
807
| – | – | 0.06% | 190 |
|
|
2024
Q2 | $206K | Buy |
807
+30
| +4% | +$7.65K | 0.06% | 194 |
|
|
2024
Q1 | $201K | Buy |
+777
| New | +$201K | 0.06% | 193 |
|