Magnus Financial Group’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,020
| Closed | -$225K | – | 279 |
|
|
2022
Q4 | $225K | Buy |
+1,020
| New | +$225K | 0.04% | 238 |
|
|
2020
Q1 | – | Sell |
-1,708
| Closed | -$266K | – | 578 |
|
|
2019
Q4 | $266K | Buy |
1,708
+87
| +5% | +$13.5K | 0.04% | 355 |
|
|
2019
Q3 | $262K | Hold |
1,621
| – | – | 0.05% | 318 |
|
|
2019
Q2 | $239K | Hold |
1,621
| – | – | 0.05% | 365 |
|
|
2019
Q1 | $227K | Hold |
1,621
| – | – | 0.05% | 371 |
|
|
2018
Q4 | $209K | Buy |
+1,621
| New | +$209K | 0.06% | 340 |
|