DCM Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,202
| Closed | -$311K | – | 55 |
|
|
2024
Q1 | $311K | Sell |
1,202
-747
| -38% | -$194K | 0.13% | 63 |
|
|
2023
Q4 | $440K | Sell |
1,949
-75
| -4% | -$17K | 0.16% | 84 |
|
|
2023
Q3 | $421K | Hold |
2,024
| – | – | 0.19% | 61 |
|
|
2023
Q2 | $390K | Hold |
2,024
| – | – | 0.17% | 60 |
|
|
2023
Q1 | $393K | Sell |
2,024
-20
| -1% | -$3.88K | 0.18% | 57 |
|
|
2022
Q4 | $451K | Sell |
2,044
-145
| -7% | -$32K | 0.22% | 54 |
|
|
2022
Q3 | $398K | Sell |
2,189
-295
| -12% | -$53.7K | 0.2% | 114 |
|
|
2022
Q2 | $489K | Buy |
2,484
+524
| +27% | +$103K | 0.21% | 105 |
|
|
2022
Q1 | $419K | Sell |
1,960
-284
| -13% | -$60.7K | 0.15% | 131 |
|
|
2021
Q4 | $434K | Buy |
+2,244
| New | +$434K | 0.13% | 148 |
|