Annapolis Financial Services’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $50.5K | Buy |
175
+2
| +1% | +$577 | 0.01% | 154 |
|
|
2024
Q2 | $44.1K | Hold |
173
| – | – | 0.01% | 158 |
|
|
2024
Q1 | $44.8K | Hold |
173
| – | – | 0.01% | 154 |
|
|
2023
Q4 | $39.1K | Hold |
173
| – | – | 0.01% | 223 |
|
|
2023
Q3 | $36K | Hold |
173
| – | – | 0.01% | 215 |
|
|
2023
Q2 | $33.3K | Hold |
173
| – | – | 0.01% | 219 |
|
|
2023
Q1 | $33.6K | Hold |
173
| – | – | 0.01% | 201 |
|
|
2022
Q4 | $38.2K | Sell |
173
-127
| -42% | -$28K | 0.01% | 188 |
|
|
2022
Q3 | $55K | Buy |
300
+113
| +60% | +$20.7K | 0.02% | 170 |
|
|
2022
Q2 | $37K | Hold |
187
| – | – | 0.01% | 199 |
|
|
2022
Q1 | $40K | Hold |
187
| – | – | 0.01% | 200 |
|
|
2021
Q4 | $36K | Sell |
187
-129
| -41% | -$24.8K | 0.01% | 218 |
|
|
2021
Q3 | $55K | Hold |
316
| – | – | 0.02% | 163 |
|
|
2021
Q2 | $50K | Hold |
316
| – | – | 0.02% | 162 |
|
|
2021
Q1 | $50K | Hold |
316
| – | – | 0.02% | 154 |
|
|
2020
Q4 | $49K | Buy |
+316
| New | +$49K | 0.02% | 146 |
|