Creative Financial Designs’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $125K | Sell |
432
-183
| -30% | -$53K | 0.01% | 613 |
|
|
2025
Q1 | $186K | Sell |
615
-4,324
| -88% | -$1.31M | 0.01% | 462 |
|
|
2024
Q4 | $1.36M | Sell |
4,939
-126
| -2% | -$34.8K | 0.11% | 156 |
|
|
2024
Q3 | $1.46M | Sell |
5,065
-138
| -3% | -$39.8K | 0.12% | 152 |
|
|
2024
Q2 | $1.33M | Sell |
5,203
-24
| -0.5% | -$6.12K | 0.12% | 154 |
|
|
2024
Q1 | $1.35M | Sell |
5,227
-787
| -13% | -$204K | 0.13% | 142 |
|
|
2023
Q4 | $1.36M | Sell |
6,014
-218
| -3% | -$49.3K | 0.14% | 135 |
|
|
2023
Q3 | $1.3M | Sell |
6,232
-219
| -3% | -$45.6K | 0.15% | 123 |
|
|
2023
Q2 | $1.24M | Buy |
6,451
+34
| +0.5% | +$6.55K | 0.15% | 132 |
|
|
2023
Q1 | $1.25M | Buy |
6,417
+380
| +6% | +$73.8K | 0.16% | 125 |
|
|
2022
Q4 | $1.33M | Buy |
6,037
+67
| +1% | +$14.8K | 0.2% | 103 |
|
|
2022
Q3 | $1.09M | Buy |
5,970
+727
| +14% | +$132K | 0.18% | 111 |
|
|
2022
Q2 | $1.03M | Sell |
5,243
-292
| -5% | -$57.4K | 0.17% | 118 |
|
|
2022
Q1 | $1.18M | Buy |
5,535
+311
| +6% | +$66.5K | 0.18% | 118 |
|
|
2021
Q4 | $1.01M | Sell |
5,224
-181
| -3% | -$35K | 0.15% | 127 |
|
|
2021
Q3 | $938K | Buy |
5,405
+427
| +9% | +$74.1K | 0.16% | 127 |
|
|
2021
Q2 | $791K | Buy |
4,978
+383
| +8% | +$60.9K | 0.14% | 134 |
|
|
2021
Q1 | $726K | Sell |
4,595
-272
| -6% | -$43K | 0.14% | 131 |
|
|
2020
Q4 | $749K | Buy |
4,867
+6
| +0.1% | +$923 | 0.16% | 111 |
|
|
2020
Q3 | $565K | Buy |
4,861
+258
| +6% | +$30K | 0.14% | 124 |
|
|
2020
Q2 | $583K | Buy |
+4,603
| New | +$583K | 0.18% | 98 |
|
|
2019
Q4 | – | Sell |
-13
| Closed | -$2K | – | 548 |
|
|
2019
Q3 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 542 |
|
|
2018
Q4 | – | Sell |
-16
| Closed | -$2K | – | 606 |
|
|
2018
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 632 |
|
|
2018
Q2 | $2K | Hold |
16
| – | – | ﹤0.01% | 639 |
|
|
2018
Q1 | $2K | Hold |
16
| – | – | ﹤0.01% | 587 |
|
|
2017
Q4 | $2K | Hold |
16
| – | – | ﹤0.01% | 585 |
|
|
2017
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 612 |
|
|
2017
Q2 | $2K | Hold |
16
| – | – | ﹤0.01% | 617 |
|
|
2017
Q1 | $2K | Sell |
16
-47
| -75% | -$5.88K | ﹤0.01% | 579 |
|
|
2016
Q4 | $8K | Buy |
+63
| New | +$8K | 0.01% | 414 |
|