Wealthstreet Investment Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $10K | Hold |
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|
2021
Q4 | $9K | Hold |
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|
2021
Q3 | $9K | Hold |
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|
2021
Q2 | $8K | Sell |
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|
2021
Q1 | $233K | Hold |
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|
2020
Q4 | $227K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $230K | Hold |
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|
2019
Q3 | $219K | Hold |
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|
2019
Q2 | $217K | Sell |
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|
2019
Q1 | $228K | Sell |
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|
2018
Q4 | $218K | Sell |
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|
2018
Q3 | $282K | Hold |
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|
2018
Q2 | $268K | Hold |
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|
2018
Q1 | $288K | Buy |
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|
2017
Q4 | $248K | Buy |
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