TRUE Private Wealth Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-157
| Closed | -$24K | – | 300 |
|
|
2020
Q4 | $24K | Sell |
157
-12
| -7% | -$1.83K | ﹤0.01% | 424 |
|
|
2020
Q3 | $19K | Sell |
169
-13
| -7% | -$1.46K | ﹤0.01% | 417 |
|
|
2020
Q2 | $23K | Sell |
182
-2,734
| -94% | -$346K | ﹤0.01% | 401 |
|
|
2020
Q1 | $328K | Sell |
2,916
-462
| -14% | -$52K | 0.07% | 124 |
|
|
2019
Q4 | $528K | Sell |
3,378
-58
| -2% | -$9.07K | 0.08% | 132 |
|
|
2019
Q3 | $557K | Buy |
3,436
+621
| +22% | +$101K | 0.1% | 117 |
|
|
2019
Q2 | $414K | Buy |
2,815
+1,367
| +94% | +$201K | 0.07% | 132 |
|
|
2019
Q1 | $202K | Sell |
1,448
-156
| -10% | -$21.8K | 0.04% | 196 |
|
|
2018
Q4 | $208K | Buy |
1,604
+1,046
| +187% | +$136K | 0.04% | 219 |
|
|
2018
Q3 | $75K | Sell |
558
-2,230
| -80% | -$300K | 0.01% | 402 |
|
|
2018
Q2 | $356K | Buy |
2,788
+316
| +13% | +$40.4K | 0.06% | 195 |
|
|
2018
Q1 | $339K | Buy |
2,472
+66
| +3% | +$9.05K | 0.06% | 172 |
|
|
2017
Q4 | $353K | Buy |
+2,406
| New | +$353K | 0.06% | 168 |
|