Fiduciary Alliance’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Buy |
905
+61
| +7% | +$17.7K | 0.02% | 413 |
|
|
2025
Q1 | $255K | Buy |
+844
| New | +$255K | 0.03% | 339 |
|
|
2023
Q3 | – | Sell |
-478
| Closed | -$92K | – | 278 |
|
|
2023
Q2 | $92K | Buy |
+478
| New | +$92K | 0.02% | 225 |
|
|
2023
Q1 | – | Sell |
-197
| Closed | -$43.5K | – | 252 |
|
|
2022
Q4 | $43.5K | Buy |
+197
| New | +$43.5K | 0.01% | 235 |
|