Buckley Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,554
| Closed | -$299K | – | 104 |
|
|
2023
Q2 | $299K | Buy |
+1,554
| New | +$299K | 0.1% | 101 |
|
|
2022
Q3 | – | Sell |
-1,549
| Closed | -$305K | – | 118 |
|
|
2022
Q2 | $305K | Sell |
1,549
-61
| -4% | -$12K | 0.1% | 116 |
|
|
2022
Q1 | $344K | Buy |
+1,610
| New | +$344K | 0.09% | 111 |
|
|
2021
Q4 | – | Sell |
-2,874
| Closed | -$499K | – | 129 |
|
|
2021
Q3 | $499K | Sell |
2,874
-17
| -0.6% | -$2.95K | 0.16% | 92 |
|
|
2021
Q2 | $460K | Buy |
2,891
+65
| +2% | +$10.3K | 0.16% | 93 |
|
|
2021
Q1 | $446K | Sell |
2,826
-7
| -0.2% | -$1.11K | 0.17% | 88 |
|
|
2020
Q4 | $436K | Sell |
2,833
-25
| -0.9% | -$3.85K | 0.18% | 86 |
|
|
2020
Q3 | $332K | Sell |
2,858
-1,492
| -34% | -$173K | 0.15% | 95 |
|
|
2020
Q2 | $551K | Sell |
4,350
-386
| -8% | -$48.9K | 0.25% | 75 |
|
|
2020
Q1 | $529K | Buy |
4,736
+1,217
| +35% | +$136K | 0.29% | 70 |
|
|
2019
Q4 | $548K | Sell |
3,519
-122
| -3% | -$19K | 0.25% | 75 |
|
|
2019
Q3 | $588K | Sell |
3,641
-421
| -10% | -$68K | 0.29% | 68 |
|
|
2019
Q2 | $598K | Sell |
4,062
-6
| -0.1% | -$883 | 0.28% | 73 |
|
|
2019
Q1 | $570K | Buy |
4,068
+73
| +2% | +$10.2K | 0.27% | 79 |
|
|
2018
Q4 | $516K | Sell |
3,995
-229
| -5% | -$29.6K | 0.27% | 81 |
|
|
2018
Q3 | $564K | Buy |
4,224
+92
| +2% | +$12.3K | 0.25% | 86 |
|
|
2018
Q2 | $525K | Buy |
4,132
+88
| +2% | +$11.2K | 0.25% | 88 |
|
|
2018
Q1 | $553K | Buy |
4,044
+846
| +26% | +$116K | 0.27% | 86 |
|
|
2017
Q4 | $467K | Buy |
+3,198
| New | +$467K | 0.23% | 98 |
|