GA
Goldstein Advisors’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Sell |
850
-1,519
| -64% | -$440K | 0.03% | 160 |
|
|
2025
Q1 | $715K | Sell |
2,369
-108
| -4% | -$32.6K | 0.1% | 72 |
|
|
2024
Q4 | $684K | Buy |
2,477
+2
| +0.1% | +$553 | 0.1% | 74 |
|
|
2024
Q3 | $714K | Buy |
2,475
+74
| +3% | +$21.3K | 0.11% | 70 |
|
|
2024
Q2 | $612K | Buy |
2,401
+38
| +2% | +$9.69K | 0.1% | 70 |
|
|
2024
Q1 | $612K | Sell |
2,363
-44
| -2% | -$11.4K | 0.1% | 70 |
|
|
2023
Q4 | $544K | Buy |
2,407
+35
| +1% | +$7.91K | 0.09% | 97 |
|
|
2023
Q3 | $494K | Buy |
2,372
+43
| +2% | +$8.95K | 0.1% | 72 |
|
|
2023
Q2 | $448K | Sell |
2,329
-14
| -0.6% | -$2.7K | 0.09% | 78 |
|
|
2023
Q1 | $455K | Buy |
2,343
+56
| +2% | +$10.9K | 0.1% | 77 |
|
|
2022
Q4 | $505K | Buy |
+2,287
| New | +$505K | 0.12% | 74 |
|