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Shepherd Financial Partners’s Chubb CB Stock Holding History

Shepherd Financial Partners’s Portfolio CB Stock Details CB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-7,206
Closed -$806K – 125
2020
Q1 		$806K Buy
7,206
+2,018
+39% +$226K 0.28% 60
2019
Q4 		$808K Buy
5,188
+4
+0.1% +$623 0.19% 76
2019
Q3 		$836K Buy
+5,184
New +$836K 0.21% 64