Emerald Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-3,008
| Closed | -$522K | – | 94 |
|
2021
Q3 | $522K | Buy |
3,008
+82
| +3% | +$14.2K | 0.15% | 55 |
|
2021
Q2 | $465K | Buy |
2,926
+143
| +5% | +$22.7K | 0.15% | 58 |
|
2021
Q1 | $440K | Sell |
2,783
-576
| -17% | -$91.1K | 0.16% | 48 |
|
2020
Q4 | $517K | Buy |
+3,359
| New | +$517K | 0.18% | 38 |
|