True Wealth Design’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.8K | Buy |
82
+34
| +71% | +$9.85K | 0.01% | 345 |
|
|
2025
Q1 | $14.5K | Buy |
48
+20
| +71% | +$6.04K | 0.01% | 400 |
|
|
2024
Q4 | $7.74K | Buy |
+28
| New | +$7.74K | ﹤0.01% | 460 |
|
|
2024
Q3 | – | Sell |
-100
| Closed | -$25.5K | – | 1283 |
|
|
2024
Q2 | $25.5K | Hold |
100
| – | – | 0.01% | 200 |
|
|
2024
Q1 | $25.9K | Buy |
100
+79
| +376% | +$20.5K | 0.01% | 198 |
|
|
2023
Q4 | $4.75K | Buy |
+21
| New | +$4.75K | ﹤0.01% | 269 |
|
|
2023
Q2 | – | Sell |
-11
| Closed | -$2.14K | – | 801 |
|
|
2023
Q1 | $2.14K | Buy |
+11
| New | +$2.14K | ﹤0.01% | 334 |
|