Kovack Advisors’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 |
-788
| Closed | -$218K | – | 588 |
|
2024
Q4 | $218K | Sell |
788
-23
| -3% | -$6.35K | 0.02% | 543 |
|
2024
Q3 | $234K | Buy |
+811
| New | +$234K | 0.02% | 503 |
|
2020
Q3 | – | Sell |
-1,686
| Closed | -$214K | – | 501 |
|
2020
Q2 | $214K | Sell |
1,686
-282
| -14% | -$35.8K | 0.04% | 395 |
|
2020
Q1 | $220K | Sell |
1,968
-622
| -24% | -$69.5K | 0.05% | 352 |
|
2019
Q4 | $403K | Buy |
2,590
+484
| +23% | +$75.3K | 0.07% | 293 |
|
2019
Q3 | $340K | Buy |
2,106
+452
| +27% | +$73K | 0.07% | 303 |
|
2019
Q2 | $244K | Buy |
+1,654
| New | +$244K | 0.06% | 347 |
|
2018
Q1 | – | Sell |
-2,083
| Closed | -$304K | – | 485 |
|
2017
Q4 | $304K | Buy |
+2,083
| New | +$304K | 0.08% | 303 |
|