Vontobel Swiss 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 |
-10,000
| Closed | -$1.54M | – | 71 |
|
|
2020
Q4 | $1.54M | Buy |
10,000
+4,800
| +92% | +$739K | 0.88% | 26 |
|
|
2020
Q3 | $604K | Sell |
5,200
-4,800
| -48% | -$558K | 0.42% | 39 |
|
|
2020
Q2 | $1.27M | Hold |
10,000
| – | – | 0.83% | 33 |
|
|
2020
Q1 | $1.12M | Hold |
10,000
| – | – | 0.85% | 35 |
|
|
2019
Q4 | $1.56M | Hold |
10,000
| – | – | 1.02% | 33 |
|
|
2019
Q3 | $1.61M | Hold |
10,000
| – | – | 1.04% | 35 |
|
|
2019
Q2 | $1.47M | Buy |
+10,000
| New | +$1.47M | 0.79% | 45 |
|