First Capital Advisors Group’s Chubb CB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $528K | Sell |
2,742
-78
| -3% | -$15K | 0.28% | 73 |
|
2023
Q1 | $548K | Sell |
2,820
-416
| -13% | -$80.8K | 0.35% | 72 |
|
2022
Q4 | $714K | Buy |
3,236
+158
| +5% | +$34.9K | 0.48% | 62 |
|
2022
Q3 | $560K | Sell |
3,078
-66
| -2% | -$12K | 0.47% | 60 |
|
2022
Q2 | $618K | Buy |
+3,144
| New | +$618K | 0.42% | 61 |
|
2018
Q4 | $618K | Buy |
4,784
+416
| +10% | +$53.7K | 0.46% | 52 |
|
2018
Q3 | $584K | Sell |
4,368
-9
| -0.2% | -$1.2K | 0.36% | 68 |
|
2018
Q2 | $556K | Buy |
4,377
+59
| +1% | +$7.5K | 0.37% | 64 |
|
2018
Q1 | $591K | Sell |
4,318
-341
| -7% | -$46.7K | 0.34% | 63 |
|
2017
Q4 | $681K | Sell |
4,659
-19
| -0.4% | -$2.78K | 0.43% | 57 |
|
2017
Q3 | $667K | Sell |
4,678
-447
| -9% | -$63.7K | 0.46% | 58 |
|
2017
Q2 | $745K | Sell |
5,125
-463
| -8% | -$67.3K | 0.51% | 55 |
|
2017
Q1 | $761K | Buy |
5,588
+465
| +9% | +$63.3K | 0.57% | 48 |
|
2016
Q4 | $677K | Buy |
+5,123
| New | +$677K | 0.63% | 39 |
|