Wealthstreet Investment Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $10K | Hold |
49
| – | – | 0.27% | 56 |
|
|
2021
Q4 | $9K | Hold |
49
| – | – | 0.22% | 57 |
|
|
2021
Q3 | $9K | Hold |
49
| – | – | 0.25% | 56 |
|
|
2021
Q2 | $8K | Sell |
49
-1,425
| -97% | -$233K | 0.04% | 83 |
|
|
2021
Q1 | $233K | Hold |
1,474
| – | – | 0.02% | 334 |
|
|
2020
Q4 | $227K | Buy |
+1,474
| New | +$227K | 0.02% | 329 |
|
|
2020
Q1 | – | Sell |
-1,474
| Closed | -$230K | – | 310 |
|
|
2019
Q4 | $230K | Hold |
1,474
| – | – | 0.03% | 318 |
|
|
2019
Q3 | $219K | Hold |
1,474
| – | – | 0.03% | 314 |
|
|
2019
Q2 | $217K | Sell |
1,474
-150
| -9% | -$22.1K | 0.03% | 323 |
|
|
2019
Q1 | $228K | Sell |
1,624
-26
| -2% | -$3.65K | 0.03% | 307 |
|
|
2018
Q4 | $218K | Sell |
1,650
-461
| -22% | -$60.9K | 0.03% | 304 |
|
|
2018
Q3 | $282K | Hold |
2,111
| – | – | 0.03% | 298 |
|
|
2018
Q2 | $268K | Hold |
2,111
| – | – | 0.04% | 299 |
|
|
2018
Q1 | $288K | Buy |
2,111
+411
| +24% | +$56.1K | 0.04% | 286 |
|
|
2017
Q4 | $248K | Buy |
+1,700
| New | +$248K | 0.03% | 300 |
|