Wealthcare Capital Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-22
| Closed | -$3K | – | 169 |
|
|
2021
Q1 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 466 |
|
|
2020
Q2 | – | Sell |
-26
| Closed | -$3K | – | 79 |
|
|
2020
Q1 | $3K | Sell |
26
-14
| -35% | -$1.62K | ﹤0.01% | 200 |
|
|
2019
Q4 | $6K | Buy |
+40
| New | +$6K | ﹤0.01% | 229 |
|
|
2015
Q3 | – | Sell |
-156
| Closed | – | – | 263 |
|
|
2015
Q2 | $0 | Sell |
156
-290
| -65% | – | ﹤0.01% | 455 |
|
|
2015
Q1 | $50K | Buy |
+446
| New | +$50K | 0.01% | 249 |
|