Marino Stram & Associates’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,893
| Closed | -$301K | – | 167 |
|
|
2021
Q2 | $301K | Buy |
+1,893
| New | +$301K | 0.08% | 206 |
|
|
2019
Q2 | – | Sell |
-830
| Closed | -$116K | – | 148 |
|
|
2019
Q1 | $116K | Hold |
830
| – | – | 0.08% | 108 |
|
|
2018
Q4 | $107K | Buy |
830
+5
| +0.6% | +$645 | 0.09% | 102 |
|
|
2018
Q3 | $110K | Sell |
825
-96
| -10% | -$12.8K | 0.09% | 120 |
|
|
2018
Q2 | $117K | Sell |
921
-7
| -0.8% | -$889 | 0.1% | 106 |
|
|
2018
Q1 | $127K | Hold |
928
| – | – | 0.12% | 99 |
|
|
2017
Q4 | $136K | Buy |
+928
| New | +$136K | 0.13% | 94 |
|