Bard 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
Sell
-1,130
Closed -$288K 216
2024
Q2
$288K Hold
1,130
0.03% 186
2024
Q1
$293K Buy
1,130
+40
+4% +$10.4K 0.03% 189
2023
Q4
$246K Buy
+1,090
New +$246K 0.03% 202