First Foundation Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-497
| Closed | -$127K | – | 366 |
|
|
2024
Q2 | $127K | Sell |
497
-55
| -10% | -$14K | ﹤0.01% | 354 |
|
|
2024
Q1 | $143K | Buy |
552
+229
| +71% | +$59.3K | 0.01% | 357 |
|
|
2023
Q4 | $73K | Sell |
323
-1,245
| -79% | -$281K | ﹤0.01% | 401 |
|
|
2023
Q3 | $326K | Buy |
1,568
+388
| +33% | +$80.8K | 0.02% | 312 |
|
|
2023
Q2 | $227K | Buy |
+1,180
| New | +$227K | 0.01% | 362 |
|
|
2023
Q1 | – | Sell |
-1,005
| Closed | -$222K | – | 395 |
|
|
2022
Q4 | $222K | Buy |
+1,005
| New | +$222K | 0.01% | 354 |
|