Mayfair Advisory Group’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,077
| Closed | -$202K | – | 115 |
|
|
2022
Q3 | $202K | Buy |
+1,077
| New | +$202K | 0.29% | 108 |
|
|
2021
Q4 | – | Sell |
-1,218
| Closed | -$211K | – | 100 |
|
|
2021
Q3 | $211K | Buy |
+1,218
| New | +$211K | 0.32% | 90 |
|
|
2021
Q1 | – | Sell |
-1,464
| Closed | -$225K | – | 90 |
|
|
2020
Q4 | $225K | Sell |
1,464
-801
| -35% | -$123K | 0.44% | 71 |
|
|
2020
Q3 | $263K | Buy |
2,265
+216
| +11% | +$25.1K | 0.68% | 39 |
|
|
2020
Q2 | $259K | Buy |
2,049
+210
| +11% | +$26.5K | 0.84% | 28 |
|
|
2020
Q1 | $205K | Buy |
+1,839
| New | +$205K | 0.93% | 29 |
|