Everpar Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $296K | Buy |
1,023
+292
| +40% | +$84.6K | 0.13% | 205 |
|
2025
Q1 | $221K | Sell |
731
-32
| -4% | -$9.66K | 0.12% | 238 |
|
2024
Q4 | $211K | Buy |
763
+28
| +4% | +$7.74K | 0.11% | 253 |
|
2024
Q3 | $212K | Sell |
735
-129
| -15% | -$37.2K | 0.11% | 242 |
|
2024
Q2 | $220K | Buy |
+864
| New | +$220K | 0.11% | 240 |
|