Aspen Investment Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,760
| Closed | -$508K | – | 143 |
|
|
2024
Q3 | $508K | Buy |
+1,760
| New | +$508K | 0.24% | 98 |
|
|
2020
Q1 | – | Sell |
-1,884
| Closed | -$293K | – | 107 |
|
|
2019
Q4 | $293K | Hold |
1,884
| – | – | 0.18% | 104 |
|
|
2019
Q3 | $304K | Hold |
1,884
| – | – | 0.2% | 104 |
|
|
2019
Q2 | $277K | Hold |
1,884
| – | – | 0.18% | 111 |
|
|
2019
Q1 | $264K | Hold |
1,884
| – | – | 0.18% | 114 |
|
|
2018
Q4 | $243K | Hold |
1,884
| – | – | 0.19% | 113 |
|
|
2018
Q3 | $252K | Hold |
1,884
| – | – | 0.17% | 125 |
|
|
2018
Q2 | $239K | Hold |
1,884
| – | – | 0.17% | 129 |
|
|
2018
Q1 | $258K | Hold |
1,884
| – | – | 0.18% | 121 |
|
|
2017
Q4 | $275K | Hold |
1,884
| – | – | 0.2% | 119 |
|
|
2017
Q3 | $269K | Hold |
1,884
| – | – | 0.2% | 117 |
|
|
2017
Q2 | $274K | Hold |
1,884
| – | – | 0.21% | 111 |
|
|
2017
Q1 | $257K | Hold |
1,884
| – | – | 0.19% | 115 |
|
|
2016
Q4 | $249K | Hold |
1,884
| – | – | 0.19% | 114 |
|
|
2016
Q3 | $237K | Hold |
1,884
| – | – | 0.19% | 112 |
|
|
2016
Q2 | $246K | Hold |
1,884
| – | – | 0.2% | 107 |
|
|
2016
Q1 | $224K | Buy |
+1,884
| New | +$224K | 0.21% | 108 |
|