SBSB
Sullivan, Bruyette, Speros & Blaney’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $1.35M | Buy |
8,563
+475
| +6% | +$75.1K | 0.06% | 96 |
|
|
2020
Q4 | $1.25M | Hold |
8,088
| – | – | 0.06% | 97 |
|
|
2020
Q3 | $939K | Sell |
8,088
-508
| -6% | -$59K | 0.05% | 101 |
|
|
2020
Q2 | $1.09M | Buy |
8,596
+108
| +1% | +$13.7K | 0.07% | 92 |
|
|
2020
Q1 | $948K | Sell |
8,488
-1,067
| -11% | -$119K | 0.07% | 82 |
|
|
2019
Q4 | $1.49M | Buy |
9,555
+16
| +0.2% | +$2.49K | 0.08% | 71 |
|
|
2019
Q3 | $1.54M | Buy |
9,539
+170
| +2% | +$27.4K | 0.09% | 63 |
|
|
2019
Q2 | $1.38M | Buy |
9,369
+49
| +0.5% | +$7.22K | 0.08% | 66 |
|
|
2019
Q1 | $1.31M | Buy |
+9,320
| New | +$1.31M | 0.08% | 69 |
|
|
2018
Q4 | – | Sell |
-8,476
| Closed | -$1.13M | – | 193 |
|
|
2018
Q3 | $1.13M | Sell |
8,476
-309
| -4% | -$41.3K | 0.1% | 52 |
|
|
2018
Q2 | $1.12M | Sell |
8,785
-74
| -0.8% | -$9.4K | 0.11% | 52 |
|
|
2018
Q1 | $1.21M | Sell |
8,859
-22
| -0.2% | -$3.01K | 0.12% | 45 |
|
|
2017
Q4 | $1.3M | Buy |
8,881
+507
| +6% | +$74.1K | 0.12% | 44 |
|
|
2017
Q3 | $1.19M | Sell |
8,374
-125
| -1% | -$17.8K | 0.12% | 49 |
|
|
2017
Q2 | $1.24M | Buy |
8,499
+6,974
| +457% | +$1.01M | 0.12% | 42 |
|
|
2017
Q1 | $208K | Sell |
1,525
-12
| -0.8% | -$1.64K | 0.02% | 136 |
|
|
2016
Q4 | $203K | Buy |
+1,537
| New | +$203K | 0.02% | 134 |
|