New England Professional Planning Group’s Chubb CB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $262K | Sell |
906
-141
| -13% | -$40.9K | 0.12% | 41 |
|
2025
Q1 | $316K | Hold |
1,047
| – | – | 0.16% | 30 |
|
2024
Q4 | $289K | Buy |
1,047
+29
| +3% | +$8.01K | 0.14% | 34 |
|
2024
Q3 | $294K | Hold |
1,018
| – | – | 0.15% | 31 |
|
2024
Q2 | $260K | Hold |
1,018
| – | – | 0.14% | 37 |
|
2024
Q1 | $264K | Buy |
+1,018
| New | +$264K | 0.14% | 37 |
|
2020
Q1 | – | Sell |
-1,394
| Closed | -$217K | – | 45 |
|
2019
Q4 | $217K | Buy |
+1,394
| New | +$217K | 0.17% | 50 |
|