Elm Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-702
| Closed | -$108K | – | 112 |
|
|
2020
Q4 | $108K | Buy |
+702
| New | +$108K | 0.07% | 112 |
|
|
2018
Q4 | – | Sell |
-768
| Closed | -$103K | – | 110 |
|
|
2018
Q3 | $103K | Buy |
+768
| New | +$103K | 0.07% | 118 |
|
|
2016
Q1 | – | Sell |
-2,036
| Closed | -$270K | – | 75 |
|
|
2015
Q4 | $270K | Buy |
+2,036
| New | +$270K | 0.27% | 56 |
|