PINNACLE WEALTH PLANNING SERVICES, INC. – Chubb Limited Transaction History
PINNACLE WEALTH PLANNING SERVICES, INC. portfolio value:
$321,000
portfolio value
PINNACLE WEALTH PLANNING SERVICES, INC. quarter portfolio value change:
-7.48%
quarter
Chubb Limited 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +15.07% | 231 shares | 20K | $181.88 | 1.76K |
| Q2 2022 | share | Decrease | -4.72% | -76 shares | -43K | $196.58 | 1.53K |
| Q1 2022 | share | Increase | +9.38% | 138 shares | 60K | $213.9 | 1.60K |
| Q4 2021 | share | Increase | +10.10% | 135 shares | 52K | $193.11 | 1.47K |
| Q3 2021 | share | Decrease | -0.22% | -3 shares | 19K | $173.48 | 1.33K |
| Q2 2021 | share | Decrease | -6.10% | -87 shares | -12K | $158.24 | 1.33K |
| Q1 2021 | share | Increase | +5.47% | 74 shares | 17K | $156.49 | 1.42K |
| Q4 2020 | share | Increase | 0.00% | 1.35K shares | 208K | $151.78 | 1.35K |
| Q2 2020 | share | Decrease | -100.00% | -3.13K shares | -349K | $123.4 | 0 |
| Q1 2020 | share | Decrease | -2.97% | -96 shares | -153K | $108.2 | 3.13K |
| Q4 2019 | share | Increase | +12.59% | 361 shares | 39K | $149.66 | 3.22K |
| Q3 2019 | share | Increase | +20.61% | 490 shares | 113K | $154.47 | 2.86K |
| Q2 2019 | share | Increase | +3.89% | 89 shares | 30K | $140.26 | 2.37K |
| Q1 2019 | share | Decrease | -6.53% | -160 shares | 4K | $132.73 | 2.28K |
| Q4 2018 | share | Increase | 0.00% | 2.44K shares | 316K | $121.75 | 2.44K |