Covenant Multifamily Offices’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,367
| Closed | -$213K | – | 125 |
|
|
2019
Q4 | $213K | Buy |
1,367
+4
| +0.3% | +$623 | 0.04% | 164 |
|
|
2019
Q3 | $220K | Buy |
+1,363
| New | +$220K | 0.05% | 137 |
|
|
2019
Q2 | – | Sell |
-922
| Closed | -$129K | – | 154 |
|
|
2019
Q1 | $129K | Buy |
+922
| New | +$129K | 0.04% | 73 |
|
|
2018
Q1 | – | Sell |
-922
| Closed | -$135K | – | 64 |
|
|
2017
Q4 | $135K | Buy |
+922
| New | +$135K | 0.09% | 41 |
|