BWA
CB
Burt 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 |
-240
| Closed | -$32K | – | 753 |
|
|
2015
Q4 | $32K | Buy |
240
+40
| +20% | +$5.33K | 0.03% | 172 |
|
|
2015
Q3 | $24K | Hold |
200
| – | – | 0.03% | 171 |
|
|
2015
Q2 | $19K | Hold |
200
| – | – | 0.02% | 211 |
|
|
2015
Q1 | $20K | Hold |
200
| – | – | 0.02% | 194 |
|
|
2014
Q4 | $22K | Buy |
+200
| New | +$22K | 0.02% | 188 |
|