Windsor Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,181
| Closed | -$471K | – | 165 |
|
|
2022
Q1 | $471K | Buy |
2,181
+57
| +3% | +$12.3K | 0.09% | 155 |
|
|
2021
Q4 | $415K | Buy |
+2,124
| New | +$415K | 0.08% | 165 |
|
|
2020
Q3 | – | Sell |
-2,296
| Closed | -$291K | – | 189 |
|
|
2020
Q2 | $291K | Sell |
2,296
-150
| -6% | -$19K | 0.09% | 156 |
|
|
2020
Q1 | $273K | Sell |
2,446
-123
| -5% | -$13.7K | 0.11% | 154 |
|
|
2019
Q4 | $400K | Buy |
2,569
+390
| +18% | +$60.7K | 0.15% | 134 |
|
|
2019
Q3 | $342K | Sell |
2,179
-150
| -6% | -$23.5K | 0.15% | 136 |
|
|
2019
Q2 | $344K | Sell |
2,329
-92
| -4% | -$13.6K | 0.15% | 143 |
|
|
2019
Q1 | $339K | Buy |
2,421
+874
| +56% | +$122K | 0.19% | 118 |
|
|
2018
Q4 | $200K | Buy |
+1,547
| New | +$200K | 0.14% | 129 |
|