WR Wealth Planners’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $65.5K | Sell |
237
-15
| -6% | -$4.14K | 0.02% | 291 |
|
|
2024
Q3 | $72.7K | Hold |
252
| – | – | 0.02% | 294 |
|
|
2024
Q2 | $64.3K | Sell |
252
-9
| -3% | -$2.3K | 0.02% | 299 |
|
|
2024
Q1 | $67.6K | Buy |
+261
| New | +$67.6K | 0.02% | 294 |
|
|
2023
Q4 | – | Sell |
-240
| Closed | -$50K | – | 278 |
|
|
2023
Q3 | $50K | Sell |
240
-142
| -37% | -$29.6K | 0.02% | 315 |
|
|
2023
Q2 | $73.6K | Buy |
382
+77
| +25% | +$14.8K | 0.03% | 278 |
|
|
2023
Q1 | $59.2K | Buy |
305
+287
| +1,594% | +$55.7K | 0.03% | 297 |
|
|
2022
Q4 | $3.97K | Hold |
18
| – | – | ﹤0.01% | 350 |
|
|
2022
Q3 | $3.27K | Hold |
18
| – | – | ﹤0.01% | 353 |
|
|
2022
Q2 | $3.54K | Hold |
18
| – | – | ﹤0.01% | 377 |
|
|
2022
Q1 | $3.85K | Buy |
+18
| New | +$3.85K | ﹤0.01% | 377 |
|