Trifecta Capital Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.6K | Buy |
147
+130
| +765% | +$37.7K | 0.01% | 178 |
|
|
2025
Q1 | $5.13K | Hold |
17
| – | – | ﹤0.01% | 238 |
|
|
2024
Q4 | $4.7K | Sell |
17
-54
| -76% | -$14.9K | ﹤0.01% | 233 |
|
|
2024
Q3 | $20.5K | Buy |
71
+54
| +318% | +$15.6K | ﹤0.01% | 189 |
|
|
2024
Q2 | $4.34K | Hold |
17
| – | – | ﹤0.01% | 249 |
|
|
2024
Q1 | $4.41K | Hold |
17
| – | – | ﹤0.01% | 236 |
|
|
2023
Q4 | $3.84K | Hold |
17
| – | – | ﹤0.01% | 268 |
|
|
2023
Q3 | $3.54K | Hold |
17
| – | – | ﹤0.01% | 255 |
|
|
2023
Q2 | $3.27K | Hold |
17
| – | – | ﹤0.01% | 253 |
|
|
2023
Q1 | $3.3K | Hold |
17
| – | – | ﹤0.01% | 254 |
|
|
2022
Q4 | $3.75K | Buy |
+17
| New | +$3.75K | ﹤0.01% | 237 |
|