Sage Financial Group’s Chubb CB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-248
| Closed | -$53K | – | 95 |
|
2022
Q1 | $53K | Hold |
248
| – | – | 0.01% | 60 |
|
2021
Q4 | $48K | Hold |
248
| – | – | 0.01% | 61 |
|
2021
Q3 | $43K | Hold |
248
| – | – | 0.01% | 59 |
|
2021
Q2 | $39K | Hold |
248
| – | – | ﹤0.01% | 58 |
|
2021
Q1 | $39K | Hold |
248
| – | – | 0.01% | 55 |
|
2020
Q4 | $38K | Hold |
248
| – | – | 0.01% | 57 |
|
2020
Q3 | $29K | Hold |
248
| – | – | ﹤0.01% | 54 |
|
2020
Q2 | $31K | Hold |
248
| – | – | 0.01% | 54 |
|
2020
Q1 | $28K | Hold |
248
| – | – | 0.01% | 54 |
|
2019
Q4 | $39K | Hold |
248
| – | – | 0.01% | 51 |
|
2019
Q3 | $40K | Hold |
248
| – | – | 0.01% | 52 |
|
2019
Q2 | $37K | Hold |
248
| – | – | 0.01% | 58 |
|
2019
Q1 | $35K | Hold |
248
| – | – | 0.01% | 61 |
|
2018
Q4 | $32K | Hold |
248
| – | – | 0.01% | 60 |
|
2018
Q3 | $33K | Hold |
248
| – | – | 0.01% | 47 |
|
2018
Q2 | $32K | Hold |
248
| – | – | 0.01% | 46 |
|
2018
Q1 | $34K | Hold |
248
| – | – | 0.01% | 43 |
|
2017
Q4 | $36K | Hold |
248
| – | – | 0.01% | 47 |
|
2017
Q3 | $35K | Hold |
248
| – | – | 0.01% | 42 |
|
2017
Q2 | $36K | Hold |
248
| – | – | 0.01% | 40 |
|
2017
Q1 | $34K | Hold |
248
| – | – | 0.01% | 41 |
|
2016
Q4 | $33K | Hold |
248
| – | – | 0.01% | 40 |
|
2016
Q3 | $31K | Hold |
248
| – | – | 0.01% | 35 |
|
2016
Q2 | $32K | Hold |
248
| – | – | 0.01% | 33 |
|
2016
Q1 | $30K | Hold |
248
| – | – | 0.01% | 36 |
|
2015
Q4 | $29K | Hold |
248
| – | – | 0.01% | 53 |
|
2015
Q3 | $26K | Hold |
248
| – | – | 0.01% | 35 |
|
2015
Q2 | $25K | Hold |
248
| – | – | 0.01% | 38 |
|
2015
Q1 | $28K | Hold |
248
| – | – | 0.01% | 31 |
|
2014
Q4 | $28K | Hold |
248
| – | – | 0.01% | 37 |
|
2014
Q3 | $26K | Hold |
248
| – | – | 0.01% | 28 |
|
2014
Q2 | $26K | Hold |
248
| – | – | 0.01% | 30 |
|
2014
Q1 | $25K | Buy |
+248
| New | +$25K | 0.01% | 31 |
|