Wagner Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-82
| Closed | -$15K | – | 310 |
|
|
2022
Q3 | $15K | Hold |
82
| – | – | 0.01% | 357 |
|
|
2022
Q2 | $16K | Buy |
+82
| New | +$16K | 0.01% | 357 |
|
|
2022
Q1 | – | Sell |
-82
| Closed | -$16K | – | 276 |
|
|
2021
Q4 | $16K | Buy |
82
+28
| +52% | +$5.46K | 0.01% | 424 |
|
|
2021
Q3 | $11K | Buy |
+54
| New | +$11K | 0.01% | 451 |
|
|
2018
Q2 | – | Sell |
-96
| Closed | -$13K | – | 677 |
|
|
2018
Q1 | $13K | Hold |
96
| – | – | 0.01% | 337 |
|
|
2017
Q4 | $14K | Buy |
+96
| New | +$14K | 0.01% | 354 |
|