Wealthspire Advisors (Maryland)’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,085
| Closed | -$233K | – | 449 |
|
|
2020
Q1 | $233K | Sell |
2,085
-454
| -18% | -$50.7K | 0.02% | 352 |
|
|
2019
Q4 | $395K | Sell |
2,539
-1,140
| -31% | -$177K | 0.03% | 314 |
|
|
2019
Q3 | $594K | Buy |
3,679
+1,156
| +46% | +$187K | 0.04% | 228 |
|
|
2019
Q2 | $372K | Sell |
2,523
-459
| -15% | -$67.7K | 0.03% | 305 |
|
|
2019
Q1 | $418K | Sell |
2,982
-18
| -0.6% | -$2.52K | 0.03% | 286 |
|
|
2018
Q4 | $388K | Sell |
3,000
-128
| -4% | -$16.6K | 0.03% | 268 |
|
|
2018
Q3 | $418K | Sell |
3,128
-1,564
| -33% | -$209K | 0.03% | 282 |
|
|
2018
Q2 | $596K | Sell |
4,692
-294
| -6% | -$37.3K | 0.05% | 204 |
|
|
2018
Q1 | $682K | Sell |
4,986
-1,027
| -17% | -$140K | 0.06% | 191 |
|
|
2017
Q4 | $879K | Buy |
6,013
+354
| +6% | +$51.7K | 0.09% | 151 |
|
|
2017
Q3 | $807K | Buy |
5,659
+1,007
| +22% | +$144K | 0.09% | 149 |
|
|
2017
Q2 | $676K | Buy |
4,652
+58
| +1% | +$8.43K | 0.08% | 168 |
|
|
2017
Q1 | $626K | Buy |
4,594
+341
| +8% | +$46.5K | 0.09% | 150 |
|
|
2016
Q4 | $562K | Buy |
4,253
+1,474
| +53% | +$195K | 0.08% | 158 |
|
|
2016
Q3 | $349K | Sell |
2,779
-115
| -4% | -$14.4K | 0.05% | 232 |
|
|
2016
Q2 | $378K | Buy |
2,894
+638
| +28% | +$83.3K | 0.06% | 206 |
|
|
2016
Q1 | $269K | Buy |
2,256
+1,810
| +406% | +$216K | 0.05% | 279 |
|
|
2015
Q4 | $52K | Buy |
+446
| New | +$52K | 0.01% | 702 |
|