Great Diamond Partners’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 |
-858
| Closed | -$219K | – | 197 |
|
|
2024
Q2 | $219K | Hold |
858
| – | – | 0.05% | 199 |
|
|
2024
Q1 | $222K | Buy |
+858
| New | +$222K | 0.05% | 209 |
|
|
2020
Q2 | – | Sell |
-11,052
| Closed | -$1.23M | – | 148 |
|
|
2020
Q1 | $1.23M | Buy |
11,052
+324
| +3% | +$36.2K | 0.64% | 41 |
|
|
2019
Q4 | $1.67M | Buy |
+10,728
| New | +$1.67M | 0.63% | 39 |
|