Cetera Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $6.02M | Buy |
23,232
+8,399
| +57% | +$2.18M | 0.05% | 394 |
|
|
2023
Q4 | $3.35M | Buy |
14,833
+423
| +3% | +$95.6K | 0.05% | 368 |
|
|
2023
Q3 | $3M | Buy |
14,410
+5,370
| +59% | +$1.12M | 0.05% | 358 |
|
|
2023
Q2 | $1.74M | Buy |
9,040
+248
| +3% | +$47.8K | 0.03% | 510 |
|
|
2023
Q1 | $1.71M | Buy |
8,792
+248
| +3% | +$48.2K | 0.03% | 502 |
|
|
2022
Q4 | $1.88M | Buy |
8,544
+2,934
| +52% | +$647K | 0.03% | 463 |
|
|
2022
Q3 | $1.02M | Sell |
5,610
-132
| -2% | -$24K | 0.03% | 524 |
|
|
2022
Q2 | $1.13M | Buy |
5,742
+1,179
| +26% | +$232K | 0.03% | 530 |
|
|
2022
Q1 | $976K | Buy |
4,563
+752
| +20% | +$161K | 0.02% | 618 |
|
|
2021
Q4 | $737K | Sell |
3,811
-325
| -8% | -$62.9K | 0.01% | 721 |
|
|
2021
Q3 | $718K | Buy |
4,136
+528
| +15% | +$91.7K | 0.01% | 725 |
|
|
2021
Q2 | $573K | Buy |
3,608
+890
| +33% | +$141K | 0.01% | 761 |
|
|
2021
Q1 | $429K | Buy |
2,718
+469
| +21% | +$74K | 0.01% | 797 |
|
|
2020
Q4 | $346K | Buy |
2,249
+20
| +0.9% | +$3.08K | 0.01% | 774 |
|
|
2020
Q3 | $259K | Sell |
2,229
-370
| -14% | -$43K | 0.01% | 791 |
|
|
2020
Q2 | $329K | Sell |
2,599
-935
| -26% | -$118K | 0.01% | 674 |
|
|
2020
Q1 | $395K | Sell |
3,534
-273
| -7% | -$30.5K | 0.02% | 528 |
|
|
2019
Q4 | $592K | Buy |
3,807
+6
| +0.2% | +$933 | 0.03% | 505 |
|
|
2019
Q3 | $612K | Buy |
3,801
+785
| +26% | +$126K | 0.03% | 477 |
|
|
2019
Q2 | $446K | Buy |
3,016
+334
| +12% | +$49.4K | 0.02% | 592 |
|
|
2019
Q1 | $381K | Buy |
2,682
+409
| +18% | +$58.1K | 0.02% | 574 |
|
|
2018
Q4 | $292K | Sell |
2,273
-243
| -10% | -$31.2K | 0.02% | 636 |
|
|
2018
Q3 | $334K | Buy |
2,516
+688
| +38% | +$91.3K | 0.02% | 694 |
|
|
2018
Q2 | $231K | Buy |
1,828
+204
| +13% | +$25.8K | 0.01% | 763 |
|
|
2018
Q1 | $213K | Sell |
1,624
-1,796
| -53% | -$236K | 0.01% | 715 |
|
|
2017
Q4 | $501K | Buy |
3,420
+14
| +0.4% | +$2.05K | 0.03% | 438 |
|
|
2017
Q3 | $488K | Buy |
3,406
+648
| +23% | +$92.8K | 0.03% | 470 |
|
|
2017
Q2 | $401K | Buy |
2,758
+263
| +11% | +$38.2K | 0.03% | 533 |
|
|
2017
Q1 | $340K | Buy |
2,495
+746
| +43% | +$102K | 0.02% | 544 |
|
|
2016
Q4 | $233K | Buy |
+1,749
| New | +$233K | 0.02% | 588 |
|