Berman Capital Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $252K | Buy |
1,456
+508
| +54% | +$87.9K | 0.04% | 228 |
|
|
2021
Q2 | $150K | Buy |
948
+174
| +22% | +$27.5K | 0.02% | 284 |
|
|
2021
Q1 | $121K | Buy |
774
+179
| +30% | +$28K | 0.03% | 265 |
|
|
2020
Q4 | $91K | Buy |
595
+189
| +47% | +$28.9K | 0.02% | 264 |
|
|
2020
Q3 | $47K | Sell |
406
-121
| -23% | -$14K | 0.01% | 355 |
|
|
2020
Q2 | $65K | Sell |
527
-185
| -26% | -$22.8K | 0.02% | 282 |
|
|
2020
Q1 | $79K | Sell |
712
-138
| -16% | -$15.3K | 0.03% | 231 |
|
|
2019
Q4 | $132K | Buy |
850
+1
| +0.1% | +$155 | 0.04% | 184 |
|
|
2019
Q3 | $137K | Sell |
849
-28
| -3% | -$4.52K | 0.04% | 171 |
|
|
2019
Q2 | $129K | Buy |
877
+92
| +12% | +$13.5K | 0.04% | 177 |
|
|
2019
Q1 | $109K | Buy |
785
+153
| +24% | +$21.2K | 0.04% | 184 |
|
|
2018
Q4 | $81K | Buy |
+632
| New | +$81K | 0.03% | 198 |
|