InceptionR’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,092
| Closed | -$1.68M | – | 575 |
|
|
2024
Q4 | $1.68M | Buy |
6,092
+2,869
| +89% | +$793K | 0.38% | 57 |
|
|
2024
Q3 | $929K | Buy |
+3,223
| New | +$929K | 0.23% | 145 |
|
|
2024
Q2 | – | Sell |
-8,114
| Closed | -$2.1M | – | 612 |
|
|
2024
Q1 | $2.1M | Buy |
+8,114
| New | +$2.1M | 0.54% | 1 |
|
|
2023
Q4 | – | Sell |
-2,934
| Closed | -$611K | – | 370 |
|
|
2023
Q3 | $611K | Buy |
2,934
+900
| +44% | +$187K | 0.35% | 104 |
|
|
2023
Q2 | $392K | Sell |
2,034
-1,687
| -45% | -$325K | 0.21% | 202 |
|
|
2023
Q1 | $723K | Buy |
3,721
+493
| +15% | +$95.7K | 0.23% | 168 |
|
|
2022
Q4 | $712K | Buy |
+3,228
| New | +$712K | 0.37% | 81 |
|