Northstar Advisory 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 |
-1,232
| Closed | -$272K | – | 84 |
|
|
2022
Q4 | $272K | Sell |
1,232
-3
| -0.2% | -$662 | 0.21% | 78 |
|
|
2022
Q3 | $225K | Sell |
1,235
-5,169
| -81% | -$942K | 0.2% | 75 |
|
|
2022
Q2 | $1.26M | Buy |
6,404
+394
| +7% | +$77.5K | 0.93% | 15 |
|
|
2022
Q1 | $1.29M | Buy |
+6,010
| New | +$1.29M | 0.83% | 31 |
|