CWM
CB

Concert Wealth Management’s CHUBB CORPORATION CB Stock Holding History

Concert Wealth Management’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-3,957
Closed -$527K – 734
2015
Q4 		$527K Sell
3,957
-106
-3% -$14.1K 0.07% 344
2015
Q3 		$500K Buy
+4,063
New +$500K 0.07% 360