United Capital Management of KS’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,942
| Closed | -$769K | – | 75 |
|
|
2019
Q4 | $769K | Buy |
4,942
+697
| +16% | +$108K | 0.49% | 64 |
|
|
2019
Q3 | $678K | Buy |
4,245
+440
| +12% | +$70.3K | 0.5% | 63 |
|
|
2019
Q2 | $562K | Buy |
3,805
+150
| +4% | +$22.2K | 0.42% | 68 |
|
|
2019
Q1 | $514K | Sell |
3,655
-984
| -21% | -$138K | 0.4% | 70 |
|
|
2018
Q4 | $599K | Buy |
4,639
+544
| +13% | +$70.2K | 0.56% | 61 |
|
|
2018
Q3 | $574K | Buy |
+4,095
| New | +$574K | 0.46% | 66 |
|