Zeke Capital Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $615K | Buy |
2,788
+710
| +34% | +$157K | 0.04% | 209 |
|
|
2022
Q3 | $377K | Sell |
2,078
-67
| -3% | -$12.2K | 0.03% | 263 |
|
|
2022
Q2 | $422K | Buy |
2,145
+6
| +0.3% | +$1.18K | 0.03% | 250 |
|
|
2022
Q1 | $457K | Buy |
+2,139
| New | +$457K | 0.02% | 247 |
|
|
2020
Q1 | – | Sell |
-9,176
| Closed | -$1.43M | – | 279 |
|
|
2019
Q4 | $1.43M | Sell |
9,176
-124
| -1% | -$19.3K | 0.12% | 144 |
|
|
2019
Q3 | $1.5M | Buy |
9,300
+1,081
| +13% | +$174K | 0.13% | 129 |
|
|
2019
Q2 | $1.21M | Buy |
8,219
+307
| +4% | +$45.2K | 0.11% | 151 |
|
|
2019
Q1 | $1.11M | Hold |
7,912
| – | – | 0.1% | 165 |
|
|
2018
Q4 | $1.02M | Hold |
7,912
| – | – | 0.1% | 195 |
|
|
2018
Q3 | $1.06M | Sell |
7,912
-18
| -0.2% | -$2.41K | 0.09% | 232 |
|
|
2018
Q2 | $1.01M | Sell |
7,930
-6,574
| -45% | -$835K | 0.09% | 182 |
|
|
2018
Q1 | $1.98M | Buy |
14,504
+3,896
| +37% | +$533K | 0.18% | 100 |
|
|
2017
Q4 | $1.55M | Buy |
10,608
+3,988
| +60% | +$583K | 0.16% | 113 |
|
|
2017
Q3 | $944K | Buy |
6,620
+2,540
| +62% | +$362K | 0.13% | 124 |
|
|
2017
Q2 | $593K | Buy |
4,080
+892
| +28% | +$130K | 0.11% | 114 |
|
|
2017
Q1 | $434K | Buy |
3,188
+746
| +31% | +$102K | 0.09% | 131 |
|
|
2016
Q4 | $323K | Buy |
+2,442
| New | +$323K | 0.09% | 122 |
|