AMI Investment Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,202
| Closed | -$265K | – | 59 |
|
|
2022
Q4 | $265K | Sell |
1,202
-134
| -10% | -$29.6K | 0.13% | 57 |
|
|
2022
Q3 | $243K | Sell |
1,336
-281
| -17% | -$51.1K | 0.14% | 58 |
|
|
2022
Q2 | $318K | Buy |
1,617
+7
| +0.4% | +$1.38K | 0.16% | 61 |
|
|
2022
Q1 | $344K | Sell |
1,610
-2,873
| -64% | -$614K | 0.15% | 61 |
|
|
2021
Q4 | $867K | Sell |
4,483
-1,975
| -31% | -$382K | 0.35% | 51 |
|
|
2021
Q3 | $1.12M | Sell |
6,458
-42
| -0.6% | -$7.28K | 0.47% | 49 |
|
|
2021
Q2 | $1.03M | Hold |
6,500
| – | – | 0.41% | 51 |
|
|
2021
Q1 | $1.03M | Sell |
6,500
-1,009
| -13% | -$159K | 0.43% | 50 |
|
|
2020
Q4 | $1.16M | Sell |
7,509
-635
| -8% | -$97.8K | 0.51% | 50 |
|
|
2020
Q3 | $946K | Sell |
8,144
-28
| -0.3% | -$3.25K | 0.48% | 54 |
|
|
2020
Q2 | $1.04M | Buy |
+8,172
| New | +$1.04M | 0.55% | 52 |
|