TrueWealth LLC’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $125K | Sell |
990
-205
| -17% | -$25.9K | 0.05% | 182 |
|
|
2020
Q1 | $133K | Sell |
1,195
-24
| -2% | -$2.67K | 0.06% | 158 |
|
|
2019
Q4 | $190K | Buy |
1,219
+56
| +5% | +$8.73K | 0.08% | 144 |
|
|
2019
Q3 | $188K | Hold |
1,163
| – | – | 0.08% | 142 |
|
|
2019
Q2 | $171K | Sell |
1,163
-75
| -6% | -$11K | 0.08% | 149 |
|
|
2019
Q1 | $173K | Hold |
1,238
| – | – | 0.08% | 146 |
|
|
2018
Q4 | $160K | Sell |
1,238
-18
| -1% | -$2.33K | 0.08% | 146 |
|
|
2018
Q3 | $168K | Buy |
1,256
+29
| +2% | +$3.88K | 0.08% | 152 |
|
|
2018
Q2 | $156K | Hold |
1,227
| – | – | 0.07% | 151 |
|
|
2018
Q1 | $168K | Sell |
1,227
-418
| -25% | -$57.2K | 0.08% | 143 |
|
|
2017
Q4 | $240K | Buy |
+1,645
| New | +$240K | 0.11% | 116 |
|