Shore Point Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $553K | Buy |
1,910
+1
| +0.1% | +$290 | 0.27% | 43 |
|
|
2025
Q1 | $577K | Buy |
1,909
+1
| +0.1% | +$302 | 0.31% | 37 |
|
|
2024
Q4 | $527K | Buy |
1,908
+99
| +5% | +$27.4K | 0.28% | 40 |
|
|
2024
Q3 | $522K | Buy |
1,809
+1
| +0.1% | +$288 | 0.28% | 40 |
|
|
2024
Q2 | $461K | Buy |
1,808
+3
| +0.2% | +$765 | 0.26% | 39 |
|
|
2024
Q1 | $468K | Buy |
1,805
+3
| +0.2% | +$778 | 0.27% | 38 |
|
|
2023
Q4 | $407K | Buy |
1,802
+3
| +0.2% | +$678 | 0.25% | 38 |
|
|
2023
Q3 | $374K | Buy |
1,799
+4
| +0.2% | +$833 | 0.27% | 37 |
|
|
2023
Q2 | $346K | Buy |
1,795
+1
| +0.1% | +$193 | 0.25% | 39 |
|
|
2023
Q1 | $348K | Buy |
+1,794
| New | +$348K | 0.26% | 40 |
|
|
2022
Q1 | – | Sell |
-199
| Closed | -$39K | – | 52 |
|
|
2021
Q4 | $39K | Buy |
+199
| New | +$39K | 0.03% | 78 |
|