Braun Stacey Associates’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 |
-3,083
| Closed | -$786K | – | 118 |
|
|
2024
Q2 | $786K | Buy |
+3,083
| New | +$786K | 0.03% | 102 |
|
|
2022
Q3 | – | Sell |
-1,040
| Closed | -$204K | – | 124 |
|
|
2022
Q2 | $204K | Buy |
+1,040
| New | +$204K | 0.01% | 128 |
|
|
2015
Q2 | – | Sell |
-2,800
| Closed | -$312K | – | 305 |
|
|
2015
Q1 | $312K | Hold |
2,800
| – | – | 0.02% | 141 |
|
|
2014
Q4 | $322K | Sell |
2,800
-200
| -7% | -$23K | 0.02% | 137 |
|
|
2014
Q3 | $315K | Hold |
3,000
| – | – | 0.02% | 138 |
|
|
2014
Q2 | $311K | Buy |
+3,000
| New | +$311K | 0.02% | 135 |
|