Krilogy Financial’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 |
-17,454
| Closed | -$2.72M | – | 192 |
|
2019
Q4 | $2.72M | Buy |
17,454
+1,585
| +10% | +$247K | 0.45% | 54 |
|
2019
Q3 | $2.56M | Buy |
15,869
+807
| +5% | +$130K | 0.46% | 53 |
|
2019
Q2 | $2.22M | Buy |
15,062
+1,952
| +15% | +$287K | 0.43% | 57 |
|
2019
Q1 | $1.84M | Buy |
+13,110
| New | +$1.84M | 0.39% | 58 |
|
2018
Q4 | – | Sell |
-12
| Closed | -$2K | – | 214 |
|
2018
Q3 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 708 |
|