Charter Oak Capital Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-58
| Closed | -$12K | – | 270 |
|
|
2022
Q2 | $12K | Sell |
58
-50
| -46% | -$10.3K | ﹤0.01% | 555 |
|
|
2022
Q1 | $23K | Buy |
108
+50
| +86% | +$10.6K | ﹤0.01% | 480 |
|
|
2021
Q4 | $10K | Hold |
58
| – | – | ﹤0.01% | 610 |
|
|
2021
Q3 | $8K | Hold |
58
| – | – | ﹤0.01% | 598 |
|
|
2021
Q2 | $8K | Hold |
58
| – | – | ﹤0.01% | 597 |
|
|
2021
Q1 | $8K | Hold |
58
| – | – | ﹤0.01% | 568 |
|
|
2020
Q4 | $8K | Buy |
+58
| New | +$8K | ﹤0.01% | 538 |
|