Point View Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.09M | Hold |
7,064
| – | – | 0.44% | 72 |
|
|
2020
Q3 | $820K | Buy |
7,064
+27
| +0.4% | +$3.13K | 0.39% | 84 |
|
|
2020
Q2 | $891K | Buy |
7,037
+86
| +1% | +$10.9K | 0.43% | 80 |
|
|
2020
Q1 | $776K | Sell |
6,951
-44
| -0.6% | -$4.91K | 0.43% | 82 |
|
|
2019
Q4 | $1.09M | Hold |
6,995
| – | – | 0.45% | 73 |
|
|
2019
Q3 | $1.13M | Sell |
6,995
-189
| -3% | -$30.5K | 0.51% | 65 |
|
|
2019
Q2 | $1.06M | Buy |
7,184
+258
| +4% | +$38K | 0.45% | 71 |
|
|
2019
Q1 | $970K | Sell |
6,926
-72
| -1% | -$10.1K | 0.43% | 77 |
|
|
2018
Q4 | $904K | Hold |
6,998
| – | – | 0.46% | 76 |
|
|
2018
Q3 | $935K | Hold |
6,998
| – | – | 0.42% | 79 |
|
|
2018
Q2 | $889K | Hold |
6,998
| – | – | 0.41% | 82 |
|
|
2018
Q1 | $957K | Buy |
6,998
+115
| +2% | +$15.7K | 0.46% | 71 |
|
|
2017
Q4 | $1.01M | Hold |
6,883
| – | – | 0.48% | 71 |
|
|
2017
Q3 | $982K | Sell |
6,883
-519
| -7% | -$74K | 0.47% | 70 |
|
|
2017
Q2 | $1.08M | Sell |
7,402
-5
| -0.1% | -$727 | 0.53% | 64 |
|
|
2017
Q1 | $1.01M | Sell |
7,407
-569
| -7% | -$77.5K | 0.52% | 67 |
|
|
2016
Q4 | $1.05M | Buy |
7,976
+768
| +11% | +$101K | 0.61% | 51 |
|
|
2016
Q3 | $906K | Hold |
7,208
| – | – | 0.54% | 60 |
|
|
2016
Q2 | $942K | Buy |
7,208
+316
| +5% | +$41.3K | 0.57% | 55 |
|
|
2016
Q1 | $821K | Sell |
6,892
-515
| -7% | -$61.3K | 0.53% | 69 |
|
|
2015
Q4 | $866K | Buy |
7,407
+1,290
| +21% | +$151K | 0.63% | 49 |
|
|
2015
Q3 | $632K | Hold |
6,117
| – | – | 0.51% | 76 |
|
|
2015
Q2 | $622K | Hold |
6,117
| – | – | 0.48% | 74 |
|
|
2015
Q1 | $682K | Sell |
6,117
-80
| -1% | -$8.92K | 0.53% | 66 |
|
|
2014
Q4 | $712K | Sell |
6,197
-160
| -3% | -$18.4K | 0.53% | 60 |
|
|
2014
Q3 | $667K | Sell |
6,357
-180
| -3% | -$18.9K | 0.57% | 58 |
|
|
2014
Q2 | $678K | Sell |
6,537
-57
| -0.9% | -$5.91K | 0.59% | 56 |
|
|
2014
Q1 | $653K | Hold |
6,594
| – | – | 0.59% | 57 |
|
|
2013
Q4 | $683K | Buy |
+6,594
| New | +$683K | 0.65% | 51 |
|