Birch Hill Investment Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,556
| Closed | -$218K | – | 143 |
|
|
2019
Q1 | $218K | Sell |
1,556
-729
| -32% | -$102K | 0.02% | 135 |
|
|
2018
Q4 | $295K | Sell |
2,285
-379
| -14% | -$48.9K | 0.03% | 125 |
|
|
2018
Q3 | $356K | Buy |
+2,664
| New | +$356K | 0.03% | 129 |
|
|
2018
Q2 | – | Sell |
-1,868
| Closed | -$255K | – | 143 |
|
|
2018
Q1 | $255K | Buy |
+1,868
| New | +$255K | 0.02% | 128 |
|
|
2017
Q4 | – | Sell |
-1,835
| Closed | -$262K | – | 135 |
|
|
2017
Q3 | $262K | Hold |
1,835
| – | – | 0.02% | 117 |
|
|
2017
Q2 | $267K | Sell |
1,835
-40
| -2% | -$5.82K | 0.02% | 116 |
|
|
2017
Q1 | $255K | Buy |
1,875
+40
| +2% | +$5.44K | 0.02% | 117 |
|
|
2016
Q4 | $242K | Sell |
1,835
-424
| -19% | -$55.9K | 0.02% | 116 |
|
|
2016
Q3 | $284K | Hold |
2,259
| – | – | 0.03% | 115 |
|
|
2016
Q2 | $295K | Hold |
2,259
| – | – | 0.03% | 112 |
|
|
2016
Q1 | $269K | Buy |
+2,259
| New | +$269K | 0.03% | 116 |
|