AmeriServ Wealth Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,806
| Closed | -$509K | – | 68 |
|
|
2018
Q3 | $509K | Sell |
3,806
-143
| -4% | -$19.1K | 0.64% | 38 |
|
|
2018
Q2 | $502K | Sell |
3,949
-106
| -3% | -$13.5K | 0.67% | 36 |
|
|
2018
Q1 | $555K | Sell |
4,055
-23
| -0.6% | -$3.15K | 0.63% | 34 |
|
|
2017
Q4 | $620K | Buy |
+4,078
| New | +$620K | 0.6% | 33 |
|
|
2016
Q4 | – | Sell |
-3,409
| Closed | -$428K | – | 41 |
|
|
2016
Q3 | $428K | Buy |
+3,409
| New | +$428K | 0.54% | 41 |
|