Steel Grove Capital Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-6,471
| Closed | -$950K | – | 306 |
|
|
2017
Q4 | $950K | Buy |
6,471
+3,681
| +132% | +$540K | 0.14% | 132 |
|
|
2017
Q3 | $400K | Sell |
2,790
-1,005
| -26% | -$144K | 0.07% | 188 |
|
|
2017
Q2 | $554K | Buy |
3,795
+67
| +2% | +$9.78K | 0.1% | 161 |
|
|
2017
Q1 | $511K | Buy |
+3,728
| New | +$511K | 0.09% | 162 |
|