Squar Milner Financial Services’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-498
| Closed | -$55K | – | 284 |
|
|
2020
Q1 | $55K | Hold |
498
| – | – | 0.03% | 351 |
|
|
2019
Q4 | $77K | Buy |
+498
| New | +$77K | 0.04% | 375 |
|
|
2019
Q3 | – | Sell |
-569
| Closed | -$84K | – | 293 |
|
|
2019
Q2 | $84K | Hold |
569
| – | – | 0.06% | 290 |
|
|
2019
Q1 | $79K | Hold |
569
| – | – | 0.06% | 278 |
|
|
2018
Q4 | $74K | Buy |
569
+30
| +6% | +$3.9K | 0.07% | 255 |
|
|
2018
Q3 | $72K | Buy |
539
+43
| +9% | +$5.74K | 0.06% | 264 |
|
|
2018
Q2 | $63K | Buy |
+496
| New | +$63K | 0.06% | 301 |
|