Financial Gravity Asset Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $47.4K | Buy |
+157
| New | +$47.4K | 0.01% | 317 |
|
|
2024
Q2 | – | Hold |
0
| – | -$258 | – | 1607 |
|
|
2024
Q1 | – | Sell |
-13
| Closed | -$2.48K | – | 1565 |
|
|
2023
Q4 | $2.48K | Buy |
13
+6
| +86% | +$1.15K | ﹤0.01% | 952 |
|
|
2023
Q3 | $1.27K | Sell |
7
-186
| -96% | -$33.8K | ﹤0.01% | 740 |
|
|
2023
Q2 | $4.8K | Sell |
193
-1
| -0.5% | -$25 | 0.01% | 489 |
|
|
2023
Q1 | $8.37K | Sell |
194
-27
| -12% | -$1.17K | 0.26% | 71 |
|
|
2022
Q4 | $14.8K | Sell |
221
-3,419
| -94% | -$229K | 0.08% | 160 |
|
|
2022
Q3 | $8.16K | Sell |
3,640
-694
| -16% | -$1.56K | 0.28% | 65 |
|
|
2022
Q2 | $9.05K | Sell |
4,334
-434
| -9% | -$906 | 0.28% | 69 |
|
|
2022
Q1 | $8.99K | Sell |
4,768
-443
| -9% | -$835 | 0.25% | 89 |
|
|
2021
Q4 | $11.2K | Buy |
5,211
+5,151
| +8,585% | +$11.1K | 0.25% | 102 |
|
|
2021
Q3 | $173K | Buy |
+60
| New | +$173K | 0.08% | 215 |
|
|
2020
Q2 | – | Sell |
-51
| Closed | -$7 | – | 145 |
|
|
2020
Q1 | $7 | Buy |
51
+21
| +70% | +$3 | ﹤0.01% | 1048 |
|
|
2019
Q4 | $5K | Sell |
30
-868
| -97% | -$145K | ﹤0.01% | 1265 |
|
|
2019
Q3 | $145K | Sell |
898
-362
| -29% | -$58.5K | 0.12% | 155 |
|
|
2019
Q2 | $186K | Sell |
1,260
-268
| -18% | -$39.6K | 0.15% | 156 |
|
|
2019
Q1 | $216K | Buy |
+1,528
| New | +$216K | 0.17% | 126 |
|
|
2018
Q3 | $174K | Buy |
1,411
+136
| +11% | +$16.8K | 0.18% | 143 |
|
|
2018
Q2 | $173K | Buy |
1,275
+1,031
| +423% | +$140K | 0.16% | 144 |
|
|
2018
Q1 | $32K | Buy |
+244
| New | +$32K | 0.03% | 448 |
|