WealthSource Partners’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $623K | Buy |
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|
2023
Q3 | $521K | Sell |
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|
2023
Q2 | $508K | Sell |
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|
2023
Q1 | $937K | Sell |
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|
2022
Q4 | $1.07M | Buy |
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|
2022
Q3 | $884K | Buy |
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|
2022
Q2 | $439K | Sell |
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|
2022
Q1 | $482K | Buy |
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|
2021
Q4 | $416K | Buy |
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|
2021
Q3 | $360K | Buy |
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|
2021
Q2 | $282K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $243K | Sell |
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|
2019
Q4 | $352K | Buy |
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|
2019
Q3 | $305K | Buy |
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|
2019
Q2 | $272K | Buy |
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