Broadleaf Partners’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,706
| Closed | -$492K | – | 79 |
|
|
2024
Q3 | $492K | Hold |
1,706
| – | – | 0.12% | 56 |
|
|
2024
Q2 | $435K | Hold |
1,706
| – | – | 0.11% | 54 |
|
|
2024
Q1 | $442K | Hold |
1,706
| – | – | 0.11% | 57 |
|
|
2023
Q4 | $386K | Hold |
1,706
| – | – | 0.11% | 62 |
|
|
2023
Q3 | $355K | Hold |
1,706
| – | – | 0.12% | 53 |
|
|
2023
Q2 | $329K | Buy |
1,706
+601
| +54% | +$116K | 0.11% | 58 |
|
|
2023
Q1 | $215K | Hold |
1,105
| – | – | 0.08% | 71 |
|
|
2022
Q4 | $244K | Hold |
1,105
| – | – | 0.1% | 65 |
|
|
2022
Q3 | $201K | Buy |
+1,105
| New | +$201K | 0.08% | 68 |
|