Websterrogers Financial Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,328
| Closed | -$526K | – | 77 |
|
|
2023
Q4 | $526K | Sell |
2,328
-664
| -22% | -$150K | 0.22% | 45 |
|
|
2023
Q3 | $623K | Hold |
2,992
| – | – | 0.27% | 41 |
|
|
2023
Q2 | $576K | Sell |
2,992
-7
| -0.2% | -$1.35K | 0.25% | 41 |
|
|
2023
Q1 | $582K | Hold |
2,999
| – | – | 0.27% | 40 |
|
|
2022
Q4 | $662K | Hold |
2,999
| – | – | 0.32% | 40 |
|
|
2022
Q3 | $545K | Hold |
2,999
| – | – | 0.29% | 32 |
|
|
2022
Q2 | $590K | Sell |
2,999
-63
| -2% | -$12.4K | 0.29% | 35 |
|
|
2022
Q1 | $663K | Buy |
3,062
+902
| +42% | +$195K | 0.34% | 40 |
|
|
2021
Q4 | $418K | Buy |
+2,160
| New | +$418K | 0.09% | 49 |
|