Kings Point Capital Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $97K | Buy |
452
+7
| +2% | +$1.5K | 0.01% | 274 |
|
|
2021
Q4 | $86K | Buy |
445
+45
| +11% | +$8.7K | 0.01% | 308 |
|
|
2021
Q3 | $69K | Hold |
400
| – | – | 0.01% | 313 |
|
|
2021
Q2 | $64K | Hold |
400
| – | – | 0.01% | 315 |
|
|
2021
Q1 | $63K | Sell |
400
-30
| -7% | -$4.73K | 0.01% | 303 |
|
|
2020
Q4 | $66K | Buy |
430
+30
| +8% | +$4.61K | 0.01% | 290 |
|
|
2020
Q3 | $46K | Hold |
400
| – | – | 0.01% | 320 |
|
|
2020
Q2 | $51K | Hold |
400
| – | – | 0.01% | 276 |
|
|
2020
Q1 | $45K | Sell |
400
-67
| -14% | -$7.54K | 0.01% | 280 |
|
|
2019
Q4 | $73K | Hold |
467
| – | – | 0.01% | 266 |
|
|
2019
Q3 | $75K | Hold |
467
| – | – | 0.01% | 244 |
|
|
2019
Q2 | $69K | Buy |
467
+53
| +13% | +$7.83K | 0.01% | 224 |
|
|
2019
Q1 | $58K | Hold |
414
| – | – | 0.01% | 218 |
|
|
2018
Q4 | $53K | Buy |
+414
| New | +$53K | 0.01% | 214 |
|