Bison Wealth’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 |
-1,155
| Closed | -$299K | – | 421 |
|
|
2024
Q2 | $299K | Hold |
1,155
| – | – | 0.05% | 336 |
|
|
2024
Q1 | $299K | Sell |
1,155
-8
| -0.7% | -$2.07K | 0.05% | 336 |
|
|
2023
Q4 | $263K | Buy |
+1,163
| New | +$263K | 0.05% | 339 |
|
|
2019
Q4 | – | Sell |
-1,291
| Closed | -$208K | – | 390 |
|
|
2019
Q3 | $208K | Buy |
+1,291
| New | +$208K | 0.12% | 206 |
|