JOYN Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-1,879
| Closed | -$292K | – | 117 |
|
2019
Q4 | $292K | Sell |
1,879
-36
| -2% | -$5.59K | 0.06% | 82 |
|
2019
Q3 | $309K | Buy |
1,915
+72
| +4% | +$11.6K | 0.07% | 74 |
|
2019
Q2 | $274K | Buy |
1,843
+107
| +6% | +$15.9K | 0.06% | 88 |
|
2019
Q1 | $243K | Sell |
1,736
-56
| -3% | -$7.84K | 0.06% | 89 |
|
2018
Q4 | $231K | Sell |
1,792
-135
| -7% | -$17.4K | 0.05% | 96 |
|
2018
Q3 | $258K | Buy |
1,927
+314
| +19% | +$42K | 0.05% | 122 |
|
2018
Q2 | $205K | Buy |
1,613
+1,277
| +380% | +$162K | 0.04% | 139 |
|
2018
Q1 | $46K | Buy |
+336
| New | +$46K | 0.01% | 474 |
|