Bruderman Asset Management’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 |
-2,527
| Closed | -$354K | – | 180 |
|
|
2019
Q1 | $354K | Hold |
2,527
| – | – | 0.08% | 105 |
|
|
2018
Q4 | $326K | Buy |
2,527
+2,287
| +953% | +$295K | 0.08% | 99 |
|
|
2018
Q3 | $32K | Hold |
240
| – | – | 0.01% | 228 |
|
|
2018
Q2 | $30K | Hold |
240
| – | – | 0.01% | 244 |
|
|
2018
Q1 | $33K | Buy |
+240
| New | +$33K | 0.01% | 238 |
|
|
2017
Q3 | – | Sell |
-331
| Closed | -$48K | – | 150 |
|
|
2017
Q2 | $48K | Buy |
+331
| New | +$48K | 0.01% | 207 |
|
|
2017
Q1 | – | Sell |
-240
| Closed | -$32K | – | 151 |
|
|
2016
Q4 | $32K | Hold |
240
| – | – | 0.01% | 248 |
|
|
2016
Q3 | $30K | Hold |
240
| – | – | 0.01% | 255 |
|
|
2016
Q2 | $31K | Hold |
240
| – | – | 0.01% | 236 |
|
|
2016
Q1 | $29K | Buy |
+240
| New | +$29K | 0.01% | 241 |
|