Tiedemann Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,619
| Closed | -$249K | – | 331 |
|
|
2020
Q4 | $249K | Buy |
+1,619
| New | +$249K | 0.01% | 280 |
|
|
2020
Q1 | – | Sell |
-1,467
| Closed | -$230K | – | 299 |
|
|
2019
Q4 | $230K | Sell |
1,467
-326
| -18% | -$51.1K | 0.01% | 275 |
|
|
2019
Q3 | $291K | Buy |
+1,793
| New | +$291K | 0.01% | 260 |
|
|
2019
Q2 | – | Sell |
-11,132
| Closed | -$1.57M | – | 310 |
|
|
2019
Q1 | $1.57M | Sell |
11,132
-337
| -3% | -$47.5K | 0.07% | 159 |
|
|
2018
Q4 | $1.49M | Buy |
+11,469
| New | +$1.49M | 0.08% | 158 |
|
|
2018
Q2 | – | Sell |
-1,765
| Closed | -$243K | – | 296 |
|
|
2018
Q1 | $243K | Sell |
1,765
-190
| -10% | -$26.2K | 0.02% | 244 |
|
|
2017
Q4 | $287K | Sell |
1,955
-1,102
| -36% | -$162K | 0.02% | 189 |
|
|
2017
Q3 | $399K | Sell |
3,057
-1,988
| -39% | -$259K | 0.04% | 245 |
|
|
2017
Q2 | $733K | Buy |
5,045
+200
| +4% | +$29.1K | 0.05% | 262 |
|
|
2017
Q1 | $660K | Sell |
4,845
-3,910
| -45% | -$533K | 0.06% | 231 |
|
|
2016
Q4 | $1.16M | Buy |
8,755
+4,824
| +123% | +$638K | 0.12% | 130 |
|
|
2016
Q3 | $481K | Buy |
+3,931
| New | +$481K | 0.1% | 95 |
|