Buffington Mohr McNeal’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 |
-25,096
| Closed | -$4.83M | – | 121 |
|
|
2023
Q2 | $4.83M | Sell |
25,096
-118
| -0.5% | -$22.7K | 1.04% | 32 |
|
|
2023
Q1 | $4.9M | Buy |
25,214
+4,840
| +24% | +$940K | 1.12% | 31 |
|
|
2022
Q4 | $4.49M | Buy |
20,374
+320
| +2% | +$70.6K | 1.05% | 33 |
|
|
2022
Q3 | $3.65M | Buy |
20,054
+766
| +4% | +$139K | 0.88% | 36 |
|
|
2022
Q2 | $3.79M | Buy |
+19,288
| New | +$3.79M | 0.83% | 38 |
|
|
2017
Q4 | – | Sell |
-2,225
| Closed | -$340K | – | 120 |
|
|
2017
Q3 | $340K | Buy |
2,225
+150
| +7% | +$22.9K | 0.13% | 105 |
|
|
2017
Q2 | $302K | Buy |
+2,075
| New | +$302K | 0.12% | 118 |
|