Patriot Financial Group Insurance Agency’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-57
| Closed | -$11K | – | 627 |
|
|
2022
Q2 | $11K | Sell |
57
-8
| -12% | -$1.54K | ﹤0.01% | 1197 |
|
|
2022
Q1 | $14K | Hold |
65
| – | – | ﹤0.01% | 1225 |
|
|
2021
Q4 | $13K | Sell |
65
-19
| -23% | -$3.8K | ﹤0.01% | 1370 |
|
|
2021
Q3 | $15K | Buy |
84
+53
| +171% | +$9.46K | ﹤0.01% | 1319 |
|
|
2021
Q2 | $5K | Buy |
31
+19
| +158% | +$3.07K | ﹤0.01% | 1639 |
|
|
2021
Q1 | $2K | Hold |
12
| – | – | ﹤0.01% | 1756 |
|
|
2020
Q4 | $2K | Hold |
12
| – | – | ﹤0.01% | 1615 |
|
|
2020
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 1524 |
|
|
2020
Q2 | $2K | Hold |
12
| – | – | ﹤0.01% | 1368 |
|
|
2020
Q1 | $1K | Sell |
12
-6
| -33% | -$500 | ﹤0.01% | 1402 |
|
|
2019
Q4 | $3K | Hold |
18
| – | – | ﹤0.01% | 1034 |
|
|
2019
Q3 | $3K | Hold |
18
| – | – | ﹤0.01% | 1013 |
|
|
2019
Q2 | $3K | Hold |
18
| – | – | ﹤0.01% | 1026 |
|
|
2019
Q1 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 929 |
|
|
2018
Q4 | – | Sell |
-30
| Closed | -$4K | – | 1023 |
|
|
2018
Q3 | $4K | Buy |
+30
| New | +$4K | ﹤0.01% | 765 |
|