Clean Yield Group’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.2K | Hold |
187
| – | – | 0.02% | 218 |
|
|
2025
Q1 | $56.5K | Sell |
187
-4
| -2% | -$1.21K | 0.02% | 214 |
|
|
2024
Q4 | $52.8K | Buy |
191
+43
| +29% | +$11.9K | 0.02% | 224 |
|
|
2024
Q3 | $42.7K | Buy |
148
+14
| +10% | +$4.04K | 0.01% | 240 |
|
|
2024
Q2 | $34.2K | Buy |
134
+14
| +12% | +$3.57K | 0.01% | 258 |
|
|
2024
Q1 | $31.1K | Hold |
120
| – | – | 0.01% | 263 |
|
|
2023
Q4 | $27.1K | Hold |
120
| – | – | 0.01% | 267 |
|
|
2023
Q3 | $25.2K | Sell |
120
-13
| -10% | -$2.73K | 0.01% | 265 |
|
|
2023
Q2 | $25.6K | Buy |
133
+13
| +11% | +$2.5K | 0.01% | 274 |
|
|
2023
Q1 | $23.3K | Hold |
120
| – | – | 0.01% | 279 |
|
|
2022
Q4 | $26.5K | Hold |
120
| – | – | 0.01% | 277 |
|
|
2022
Q3 | $22K | Hold |
120
| – | – | 0.01% | 274 |
|
|
2022
Q2 | $24K | Hold |
120
| – | – | 0.01% | 287 |
|
|
2022
Q1 | $26K | Hold |
120
| – | – | 0.01% | 293 |
|
|
2021
Q4 | $23K | Hold |
120
| – | – | 0.01% | 313 |
|
|
2021
Q3 | $21K | Hold |
120
| – | – | 0.01% | 319 |
|
|
2021
Q2 | $19K | Buy |
+120
| New | +$19K | 0.01% | 321 |
|
|
2020
Q2 | – | Sell |
-119
| Closed | -$13K | – | 347 |
|
|
2020
Q1 | $13K | Sell |
119
-328
| -73% | -$35.8K | 0.01% | 292 |
|
|
2019
Q4 | $70K | Buy |
447
+9
| +2% | +$1.41K | 0.02% | 198 |
|
|
2019
Q3 | $71K | Sell |
438
-864
| -66% | -$140K | 0.02% | 188 |
|
|
2019
Q2 | $192K | Buy |
1,302
+864
| +197% | +$127K | 0.07% | 131 |
|
|
2019
Q1 | $61K | Sell |
438
-200
| -31% | -$27.9K | 0.02% | 177 |
|
|
2018
Q4 | $82K | Buy |
+638
| New | +$82K | 0.04% | 162 |
|
|
2017
Q4 | – | Sell |
-1,841
| Closed | -$262K | – | 131 |
|
|
2017
Q3 | $262K | Hold |
1,841
| – | – | 0.11% | 121 |
|
|
2017
Q2 | $267K | Hold |
1,841
| – | – | 0.11% | 118 |
|
|
2017
Q1 | $251K | Buy |
+1,841
| New | +$251K | 0.11% | 117 |
|
|
2016
Q4 | – | Sell |
-219
| Closed | -$28K | – | 156 |
|
|
2016
Q3 | $28K | Hold |
219
| – | – | 0.01% | 232 |
|
|
2016
Q2 | $29K | Hold |
219
| – | – | 0.01% | 210 |
|
|
2016
Q1 | $26K | Buy |
+219
| New | +$26K | 0.01% | 214 |
|