1834 Investment Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,141
| Closed | -$238K | – | 227 |
|
|
2023
Q3 | $238K | Sell |
1,141
-889
| -44% | -$185K | 0.03% | 216 |
|
|
2023
Q2 | $391K | Buy |
2,030
+788
| +63% | +$152K | 0.05% | 189 |
|
|
2023
Q1 | $241K | Buy |
+1,242
| New | +$241K | 0.03% | 224 |
|
|
2020
Q1 | – | Sell |
-14
| Closed | -$2K | – | 405 |
|
|
2019
Q4 | $2K | Sell |
14
-310
| -96% | -$44.3K | ﹤0.01% | 435 |
|
|
2019
Q3 | $52K | Buy |
324
+38
| +13% | +$6.1K | 0.01% | 274 |
|
|
2019
Q2 | $42K | Buy |
+286
| New | +$42K | 0.01% | 296 |
|
|
2018
Q1 | – | Sell |
-986
| Closed | -$143K | – | 450 |
|
|
2017
Q4 | $143K | Buy |
+986
| New | +$143K | 0.02% | 204 |
|
|
2017
Q3 | – | Sell |
-24,510
| Closed | -$3.56M | – | 173 |
|
|
2017
Q2 | $3.56M | Buy |
24,510
+3,191
| +15% | +$464K | 0.67% | 55 |
|
|
2017
Q1 | $2.91M | Buy |
21,319
+4,859
| +30% | +$662K | 0.56% | 57 |
|
|
2016
Q4 | $2.18M | Buy |
+16,460
| New | +$2.18M | 0.44% | 63 |
|