Cove Private Wealth’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $677K | Buy |
2,336
+1,203
| +106% | +$349K | 0.24% | 87 |
|
|
2025
Q1 | $342K | Buy |
1,133
+33
| +3% | +$9.97K | 0.18% | 103 |
|
|
2024
Q4 | $304K | Hold |
1,100
| – | – | 0.18% | 89 |
|
|
2024
Q3 | $317K | Hold |
1,100
| – | – | 0.25% | 67 |
|
|
2024
Q2 | $281K | Hold |
1,100
| – | – | 0.22% | 71 |
|
|
2024
Q1 | $285K | Hold |
1,100
| – | – | 0.24% | 68 |
|
|
2023
Q4 | $249K | Buy |
+1,100
| New | +$249K | 0.24% | 71 |
|