DFPG Investments’s Chubb CB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $420K | Sell |
1,856
-97
| -5% | -$22K | 0.03% | 446 |
|
2023
Q3 | $427K | Sell |
1,953
-268
| -12% | -$58.7K | 0.04% | 388 |
|
2023
Q2 | $429K | Sell |
2,221
-674
| -23% | -$130K | 0.04% | 412 |
|
2023
Q1 | $562K | Buy |
2,895
+353
| +14% | +$68.5K | 0.06% | 317 |
|
2022
Q4 | $571K | Buy |
+2,542
| New | +$571K | 0.09% | 234 |
|