Osborn Williams & Donohoe’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $1.49M | Buy |
13,305
+725
| +6% | +$81K | 0.2% | 108 |
|
|
2019
Q4 | $1.96M | Buy |
12,580
+780
| +7% | +$121K | 0.2% | 116 |
|
|
2019
Q3 | $1.91M | Buy |
11,800
+490
| +4% | +$79.1K | 0.19% | 125 |
|
|
2019
Q2 | $1.67M | Buy |
11,310
+925
| +9% | +$136K | 0.17% | 136 |
|
|
2019
Q1 | $1.43M | Buy |
10,385
+7,040
| +210% | +$971K | 0.15% | 152 |
|
|
2018
Q4 | $432K | Buy |
3,345
+573
| +21% | +$74K | 0.08% | 166 |
|
|
2018
Q3 | $370K | Buy |
2,772
+70
| +3% | +$9.34K | 0.06% | 188 |
|
|
2018
Q2 | $343K | Buy |
2,702
+1,016
| +60% | +$129K | 0.06% | 190 |
|
|
2018
Q1 | $231K | Sell |
1,686
-10
| -0.6% | -$1.37K | 0.04% | 206 |
|
|
2017
Q4 | $248K | Buy |
1,696
+78
| +5% | +$11.4K | 0.04% | 204 |
|
|
2017
Q3 | $231K | Buy |
1,618
+238
| +17% | +$34K | 0.04% | 207 |
|
|
2017
Q2 | $201K | Buy |
+1,380
| New | +$201K | 0.04% | 210 |
|