SIA
Schechter Investment Advisors’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.83M | Sell |
6,046
-1,629
| -21% | -$492K | 0.15% | 127 |
|
|
2024
Q4 | $2.12M | Sell |
7,675
-994
| -11% | -$275K | 0.16% | 121 |
|
|
2024
Q3 | $2.5M | Sell |
8,669
-786
| -8% | -$227K | 0.18% | 99 |
|
|
2024
Q2 | $2.41M | Sell |
9,455
-54
| -0.6% | -$13.8K | 0.18% | 98 |
|
|
2024
Q1 | $2.46M | Sell |
9,509
-497
| -5% | -$129K | 0.18% | 102 |
|
|
2023
Q4 | $2.26M | Buy |
10,006
+1,502
| +18% | +$339K | 0.2% | 96 |
|
|
2023
Q3 | $1.77M | Sell |
8,504
-3,076
| -27% | -$640K | 0.17% | 119 |
|
|
2023
Q2 | $2.23M | Buy |
11,580
+377
| +3% | +$72.6K | 0.2% | 97 |
|
|
2023
Q1 | $2.18M | Sell |
11,203
-413
| -4% | -$80.2K | 0.2% | 95 |
|
|
2022
Q4 | $2.56M | Buy |
11,616
+90
| +0.8% | +$19.9K | 0.23% | 82 |
|
|
2022
Q3 | $2.1M | Sell |
11,526
-2,060
| -15% | -$375K | 0.21% | 88 |
|
|
2022
Q2 | $2.67M | Sell |
13,586
-1,503
| -10% | -$295K | 0.26% | 54 |
|
|
2022
Q1 | $3.23M | Sell |
15,089
-710
| -4% | -$152K | 0.3% | 54 |
|
|
2021
Q4 | $3.05M | Buy |
+15,799
| New | +$3.05M | 0.28% | 63 |
|