Strategic Investment Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,989
| Closed | -$386K | – | 191 |
|
|
2023
Q1 | $386K | Sell |
1,989
-7,130
| -78% | -$1.38M | 0.07% | 178 |
|
|
2022
Q4 | $2.01M | Buy |
9,119
+278
| +3% | +$61.3K | 0.42% | 44 |
|
|
2022
Q3 | $1.61M | Buy |
8,841
+108
| +1% | +$19.6K | 0.36% | 51 |
|
|
2022
Q2 | $1.72M | Buy |
8,733
+503
| +6% | +$98.9K | 0.34% | 48 |
|
|
2022
Q1 | $1.76M | Sell |
8,230
-1,836
| -18% | -$393K | 0.33% | 53 |
|
|
2021
Q4 | $1.95M | Buy |
+10,066
| New | +$1.95M | 0.38% | 49 |
|