Capital Directions Investment Advisors’s CHUBB CORPORATION CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-37
| Closed | -$8K | – | 282 |
|
|
2022
Q1 | $8K | Buy |
+37
| New | +$8K | ﹤0.01% | 240 |
|
|
2021
Q4 | – | Sell |
-227
| Closed | -$39K | – | 261 |
|
|
2021
Q3 | $39K | Hold |
227
| – | – | 0.01% | 152 |
|
|
2021
Q2 | $36K | Buy |
+227
| New | +$36K | 0.01% | 137 |
|
|
2021
Q1 | – | Sell |
-227
| Closed | -$35K | – | 381 |
|
|
2020
Q4 | $35K | Hold |
227
| – | – | 0.01% | 127 |
|
|
2020
Q3 | $26K | Hold |
227
| – | – | 0.01% | 141 |
|
|
2020
Q2 | $29K | Sell |
227
-121
| -35% | -$15.5K | 0.01% | 133 |
|
|
2020
Q1 | $39K | Hold |
348
| – | – | 0.02% | 123 |
|
|
2019
Q4 | $54K | Hold |
348
| – | – | 0.02% | 127 |
|
|
2019
Q3 | $56K | Buy |
+348
| New | +$56K | 0.02% | 120 |
|