Heron Financial Group’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $256K | Buy |
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|
2023
Q1 | $254K | Sell |
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|
2022
Q4 | $297K | Hold |
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|
2022
Q3 | $242K | Sell |
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|
2022
Q2 | $338K | Buy |
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|
2022
Q1 | $357K | Hold |
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|
2021
Q4 | $333K | Hold |
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|
2021
Q3 | $289K | Sell |
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|
2021
Q2 | $287K | Sell |
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|
2021
Q1 | $326K | Hold |
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|
2020
Q4 | $319K | Hold |
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|
2020
Q3 | $244K | Buy |
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|
2020
Q2 | $232K | Hold |
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|
2020
Q1 | $221K | Sell |
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|
2019
Q4 | $336K | Buy |
|