Capital Planning Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-3,662
| Closed | -$501K | – | 109 |
|
|
2018
Q1 | $501K | Buy |
3,662
+135
| +4% | +$18.5K | 0.18% | 94 |
|
|
2017
Q4 | $515K | Buy |
3,527
+1,557
| +79% | +$227K | 0.18% | 94 |
|
|
2017
Q3 | $281K | Buy |
1,970
+158
| +9% | +$22.5K | 0.11% | 110 |
|
|
2017
Q2 | $263K | Buy |
+1,812
| New | +$263K | 0.12% | 108 |
|