Good Life Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-4,124
| Closed | -$1.19M | – | 497 |
|
2024
Q3 | $1.19M | Buy |
4,124
+2,254
| +121% | +$650K | 0.07% | 200 |
|
2024
Q2 | $477K | Buy |
1,870
+58
| +3% | +$14.8K | 0.04% | 270 |
|
2024
Q1 | $470K | Hold |
1,812
| – | – | 0.04% | 261 |
|
2023
Q4 | $410K | Hold |
1,812
| – | – | 0.04% | 272 |
|
2023
Q3 | $377K | Buy |
+1,812
| New | +$377K | 0.04% | 258 |
|