Carson Wealth (CWM LLC)’s CHUBB CORPORATION CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-41
| Closed | -$5K | – | 862 |
|
|
2015
Q4 | $5K | Hold |
41
| – | – | ﹤0.01% | 536 |
|
|
2015
Q3 | $5K | Buy |
+41
| New | +$5K | ﹤0.01% | 510 |
|
|
2015
Q1 | – | Sell |
-2,000
| Closed | -$207K | – | 198 |
|
|
2014
Q4 | $207K | Buy |
+2,000
| New | +$207K | 0.03% | 166 |
|
|
2014
Q1 | – | Sell |
-205
| Closed | -$20K | – | 600 |
|
|
2013
Q4 | $20K | Buy |
205
+38
| +23% | +$3.71K | ﹤0.01% | 344 |
|
|
2013
Q3 | $15K | Buy |
+167
| New | +$15K | ﹤0.01% | 297 |
|