Horan Capital Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-465
| Closed | -$54K | – | 117 |
|
|
2020
Q3 | $54K | Buy |
+465
| New | +$54K | 0.03% | 168 |
|
|
2020
Q1 | – | Sell |
-465
| Closed | -$72K | – | 104 |
|
|
2019
Q4 | $72K | Hold |
465
| – | – | 0.04% | 125 |
|
|
2019
Q3 | $75K | Buy |
+465
| New | +$75K | 0.05% | 119 |
|
|
2019
Q2 | – | Sell |
-465
| Closed | -$65K | – | 101 |
|
|
2019
Q1 | $65K | Buy |
+465
| New | +$65K | 0.04% | 129 |
|
|
2017
Q4 | – | Sell |
-930
| Closed | -$133K | – | 105 |
|
|
2017
Q3 | $133K | Buy |
+930
| New | +$133K | 0.08% | 89 |
|