Alera Investment Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $540K | Sell |
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|
2024
Q2 | $507K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $233K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $205K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $205K | Buy |
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|
2019
Q4 | $276K | Sell |
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|
2019
Q3 | $322K | Buy |
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|
2019
Q2 | $292K | Buy |
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|
2019
Q1 | $277K | Buy |
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|
2018
Q4 | $249K | Buy |
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