Lee Financial’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-58
| Closed | -$13.1K | – | 255 |
|
|
2023
Q4 | $13.1K | Buy |
+58
| New | +$12.7K | ﹤0.01% | 386 |
|
|
2023
Q2 | – | Sell |
-166
| Closed | -$32.5K | – | 778 |
|
|
2023
Q1 | $32.4K | Buy |
166
+122
| +277% | +$25.6K | 0.01% | 260 |
|
|
2022
Q4 | $9.71K | Hold |
44
| – | – | ﹤0.01% | 471 |
|
|
2022
Q3 | $8K | Sell |
44
-4
| -8% | -$760 | ﹤0.01% | 471 |
|
|
2022
Q2 | $9K | Buy |
48
+5
| +12% | +$1.03K | ﹤0.01% | 460 |
|
|
2022
Q1 | $9K | Buy |
+43
| New | +$8.74K | ﹤0.01% | 446 |
|
|
2021
Q2 | – | Sell |
-160
| Closed | -$25K | – | 669 |
|
|
2021
Q1 | $25K | Hold |
160
| – | – | 0.01% | 277 |
|
|
2020
Q4 | $25K | Hold |
160
| – | – | 0.01% | 263 |
|
|
2020
Q3 | $19K | Sell |
160
-14
| -8% | -$1.76K | 0.01% | 310 |
|
|
2020
Q2 | $22K | Buy |
174
+160
| +1,143% | +$18.5K | 0.01% | 266 |
|
|
2020
Q1 | $2K | Hold |
14
| – | – | ﹤0.01% | 431 |
|
|
2019
Q4 | $2K | Hold |
14
| – | – | ﹤0.01% | 458 |
|
|
2019
Q3 | $2K | Hold |
14
| – | – | ﹤0.01% | 472 |
|
|
2019
Q2 | $2K | Hold |
14
| – | – | ﹤0.01% | 479 |
|
|
2019
Q1 | $2K | Buy |
+14
| New | +$1.86K | ﹤0.01% | 465 |
|
|
2018
Q3 | – | Sell |
-91
| Closed | -$12K | – | 502 |
|
|
2018
Q2 | $12K | Buy |
91
+15
| +20% | +$1.99K | ﹤0.01% | 440 |
|
|
2018
Q1 | $10K | Buy |
+76
| New | +$11K | ﹤0.01% | 465 |
|
|
2017
Q1 | – | Sell |
-111
| Closed | -$13K | – | 409 |
|
|
2016
Q4 | $13K | Buy |
+111
| New | +$14.2K | 0.01% | 254 |
|
Other funds holding CB
