WealthPLAN Partners’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-59
| Closed | -$11.4K | – | 427 |
|
|
2023
Q2 | $11.4K | Hold |
59
| – | – | ﹤0.01% | 773 |
|
|
2023
Q1 | $11.5K | Buy |
+59
| New | +$11.5K | ﹤0.01% | 829 |
|
|
2016
Q3 | $59.8K | Sell |
486
-462
| -49% | -$56.8K | 0.02% | 305 |
|
|
2016
Q2 | $62K | Buy |
+948
| New | +$62K | 0.01% | 811 |
|