Sullivan, Bruyette, Speros & Blaney’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $1.35M | Buy |
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|
2020
Q4 | $1.25M | Hold |
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|
2020
Q3 | $939K | Sell |
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|
2020
Q2 | $1.09M | Buy |
|
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|
2020
Q1 | $948K | Sell |
|
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|
2019
Q4 | $1.49M | Buy |
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|
2019
Q3 | $1.54M | Buy |
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|
2019
Q2 | $1.38M | Buy |
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|
2019
Q1 | $1.31M | Buy |
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|
2018
Q4 | – | Sell |
|
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|
2018
Q3 | $1.13M | Sell |
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|
2018
Q2 | $1.12M | Sell |
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|
2018
Q1 | $1.21M | Sell |
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|
2017
Q4 | $1.3M | Buy |
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|
2017
Q3 | $1.19M | Sell |
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|
2017
Q2 | $1.24M | Buy |
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|
2017
Q1 | $208K | Sell |
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|
2016
Q4 | $203K | Buy |
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