Guerra Pan Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,305
| Closed | -$295K | – | 103 |
|
|
2023
Q4 | $295K | Hold |
1,305
| – | – | 0.28% | 81 |
|
|
2023
Q3 | $272K | Sell |
1,305
-21
| -2% | -$4.37K | 0.31% | 75 |
|
|
2023
Q2 | $255K | Hold |
1,326
| – | – | 0.28% | 85 |
|
|
2023
Q1 | $257K | Hold |
1,326
| – | – | 0.32% | 78 |
|
|
2022
Q4 | $293K | Hold |
1,326
| – | – | 0.4% | 68 |
|
|
2022
Q3 | $245K | Hold |
1,326
| – | – | 0.36% | 76 |
|
|
2022
Q2 | $250K | Hold |
1,326
| – | – | 0.31% | 82 |
|
|
2022
Q1 | $279K | Hold |
1,326
| – | – | 0.34% | 76 |
|
|
2021
Q4 | $256K | Buy |
+1,326
| New | +$256K | 0.25% | 91 |
|