BRWA
CB
B. Riley Wealth Advisors’s CHUBB CORPORATION CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-6,747
| Closed | -$895K | – | 646 |
|
|
2015
Q4 | $895K | Sell |
6,747
-3,951
| -37% | -$524K | 0.18% | 145 |
|
|
2015
Q3 | $1.31M | Sell |
10,698
-144
| -1% | -$17.7K | 0.32% | 75 |
|
|
2015
Q2 | $1.03M | Sell |
10,842
-2,322
| -18% | -$221K | 0.26% | 100 |
|
|
2015
Q1 | $1.33M | Sell |
13,164
-436
| -3% | -$44.1K | 0.32% | 75 |
|
|
2014
Q4 | $11.4K | Buy |
13,600
+888
| +7% | +$744 | 0.24% | 77 |
|
|
2014
Q3 | $1.16M | Sell |
12,712
-11,344
| -47% | -$1.03M | 0.3% | 74 |
|
|
2014
Q2 | $1.06M | Buy |
24,056
+10,249
| +74% | +$450K | 0.25% | 81 |
|
|
2014
Q1 | $1.23M | Buy |
13,807
+1,258
| +10% | +$112K | 0.37% | 57 |
|
|
2013
Q4 | $1.21M | Buy |
12,549
+460
| +4% | +$44.5K | 0.39% | 54 |
|
|
2013
Q3 | $1.08M | Buy |
12,089
+184
| +2% | +$16.4K | 0.37% | 60 |
|
|
2013
Q2 | $1.01M | Buy |
+11,905
| New | +$1.01M | 0.34% | 60 |
|