Almanack Investment 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 | – | Sell |
-285
| Closed | -$52K | – | 335 |
|
|
2022
Q3 | $52K | Buy |
+285
| New | +$52K | 0.01% | 257 |
|
|
2021
Q2 | – | Sell |
-1,803
| Closed | -$286K | – | 456 |
|
|
2021
Q1 | $286K | Buy |
1,803
+268
| +17% | +$42.5K | 0.03% | 322 |
|
|
2020
Q4 | $238K | Buy |
+1,535
| New | +$238K | 0.03% | 323 |
|
|
2019
Q3 | – | Sell |
-725
| Closed | -$107K | – | 246 |
|
|
2019
Q2 | $107K | Buy |
+725
| New | +$107K | 0.02% | 265 |
|