YorkBridge Wealth Partners’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $434K | Hold |
1,968
| – | – | 0.11% | 141 |
|
|
2022
Q3 | $358K | Buy |
1,968
+75
| +4% | +$13.6K | 0.09% | 159 |
|
|
2022
Q2 | $372K | Hold |
1,893
| – | – | 0.1% | 157 |
|
|
2022
Q1 | $405K | Hold |
1,893
| – | – | 0.09% | 173 |
|
|
2021
Q4 | $366K | Hold |
1,893
| – | – | 0.08% | 209 |
|
|
2021
Q3 | $328K | Hold |
1,893
| – | – | 0.08% | 204 |
|
|
2021
Q2 | $301K | Buy |
1,893
+100
| +6% | +$15.9K | 0.08% | 206 |
|
|
2021
Q1 | $283K | Buy |
1,793
+343
| +24% | +$54.1K | 0.08% | 207 |
|
|
2020
Q4 | $223K | Sell |
1,450
-1,459
| -50% | -$224K | 0.07% | 192 |
|
|
2020
Q3 | $338K | Sell |
2,909
-100
| -3% | -$11.6K | 0.14% | 127 |
|
|
2020
Q2 | $381K | Buy |
3,009
+7
| +0.2% | +$886 | 0.17% | 106 |
|
|
2020
Q1 | $335K | Sell |
3,002
-1,291
| -30% | -$144K | 0.21% | 107 |
|
|
2019
Q4 | $668K | Buy |
4,293
+91
| +2% | +$14.2K | 0.31% | 84 |
|
|
2019
Q3 | $678K | Sell |
4,202
-994
| -19% | -$160K | 0.34% | 77 |
|
|
2019
Q2 | $765K | Buy |
5,196
+6
| +0.1% | +$883 | 0.34% | 72 |
|
|
2019
Q1 | $727K | Sell |
5,190
-953
| -16% | -$133K | 0.34% | 71 |
|
|
2018
Q4 | $793K | Sell |
6,143
-91
| -1% | -$11.7K | 0.42% | 62 |
|
|
2018
Q3 | $830K | Sell |
6,234
-449
| -7% | -$59.8K | 0.38% | 70 |
|
|
2018
Q2 | $849K | Buy |
6,683
+6
| +0.1% | +$762 | 0.37% | 72 |
|
|
2018
Q1 | $900K | Sell |
6,677
-50
| -0.7% | -$6.74K | 0.41% | 69 |
|
|
2017
Q4 | $991K | Buy |
6,727
+375
| +6% | +$55.2K | 0.48% | 57 |
|
|
2017
Q3 | $905K | Buy |
6,352
+5
| +0.1% | +$712 | 0.47% | 58 |
|
|
2017
Q2 | $929K | Hold |
6,347
| – | – | 0.49% | 54 |
|
|
2017
Q1 | $870K | Buy |
6,347
+1,028
| +19% | +$141K | 0.46% | 58 |
|
|
2016
Q4 | $674K | Buy |
+5,319
| New | +$674K | 0.4% | 70 |
|