Legacy Capital Group California’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,057
| Closed | -$1.31M | – | 314 |
|
|
2024
Q1 | $1.31M | Sell |
5,057
-134
| -3% | -$34.7K | 0.48% | 47 |
|
|
2023
Q4 | $1.17M | Sell |
5,191
-50
| -1% | -$11.3K | 0.45% | 39 |
|
|
2023
Q3 | $1.09M | Buy |
5,241
+102
| +2% | +$21.2K | 0.47% | 42 |
|
|
2023
Q2 | $990K | Buy |
5,139
+1,195
| +30% | +$230K | 0.41% | 58 |
|
|
2023
Q1 | $766K | Buy |
+3,944
| New | +$766K | 0.37% | 80 |
|