Lake Street Advisors Group’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $929K | Buy |
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|
2024
Q3 | $934K | Buy |
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|
2024
Q2 | $824K | Sell |
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|
2024
Q1 | $908K | Buy |
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|
2023
Q4 | $773K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $312K | Sell |
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|
2021
Q1 | $285K | Sell |
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|
2020
Q4 | $291K | Sell |
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|
2020
Q3 | $273K | Sell |
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|
2020
Q2 | $316K | Sell |
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|
2020
Q1 | $365K | Buy |
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|
2019
Q4 | $434K | Buy |
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|
2019
Q3 | $372K | Sell |
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|
2019
Q2 | $411K | Sell |
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|
2019
Q1 | $770K | Buy |
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|
2018
Q4 | $354K | Sell |
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|
2018
Q3 | $377K | Sell |
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|
2018
Q2 | $414K | Sell |
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|
2018
Q1 | $625K | Buy |
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|
2017
Q4 | $576K | Buy |
|