Shine Investment Advisory Services’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $5K | Hold |
42
| – | – | ﹤0.01% | 624 |
|
|
2020
Q2 | $5K | Sell |
42
-1,212
| -97% | -$144K | ﹤0.01% | 632 |
|
|
2020
Q1 | $140K | Sell |
1,254
-11
| -0.9% | -$1.23K | 0.07% | 143 |
|
|
2019
Q4 | $197K | Hold |
1,265
| – | – | 0.08% | 128 |
|
|
2019
Q3 | $204K | Hold |
1,265
| – | – | 0.1% | 109 |
|
|
2019
Q2 | $186K | Sell |
1,265
-170
| -12% | -$25K | 0.09% | 120 |
|
|
2019
Q1 | $201K | Hold |
1,435
| – | – | 0.09% | 118 |
|
|
2018
Q4 | $185K | Hold |
1,435
| – | – | 0.09% | 110 |
|
|
2018
Q3 | $192K | Hold |
1,435
| – | – | 0.1% | 112 |
|
|
2018
Q2 | $182K | Hold |
1,435
| – | – | 0.09% | 115 |
|
|
2018
Q1 | $196K | Hold |
1,435
| – | – | 0.1% | 101 |
|
|
2017
Q4 | $210K | Sell |
1,435
-5
| -0.3% | -$732 | 0.1% | 100 |
|
|
2017
Q3 | $205K | Buy |
1,440
+170
| +13% | +$24.2K | 0.11% | 100 |
|
|
2017
Q2 | $185K | Buy |
+1,270
| New | +$185K | 0.09% | 98 |
|