Creative Planning’s CHUBB CORPORATION CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-6,173
| Closed | -$819K | – | 4680 |
|
|
2015
Q4 | $819K | Buy |
6,173
+68
| +1% | +$9.02K | 0.01% | 567 |
|
|
2015
Q3 | $749K | Buy |
+6,105
| New | +$749K | 0.01% | 577 |
|
|
2015
Q2 | – | Sell |
-6,337
| Closed | -$641K | – | 4129 |
|
|
2015
Q1 | $641K | Buy |
6,337
+1,241
| +24% | +$126K | 0.01% | 631 |
|
|
2014
Q4 | $527K | Buy |
5,096
+16
| +0.3% | +$1.66K | 0.01% | 672 |
|
|
2014
Q3 | $463K | Buy |
5,080
+226
| +5% | +$20.6K | 0.01% | 686 |
|
|
2014
Q2 | $447K | Buy |
4,854
+1,186
| +32% | +$109K | 0.01% | 683 |
|
|
2014
Q1 | $328K | Sell |
3,668
-135
| -4% | -$12.1K | ﹤0.01% | 782 |
|
|
2013
Q4 | $368K | Buy |
3,803
+73
| +2% | +$7.06K | 0.01% | 614 |
|
|
2013
Q3 | $333K | Sell |
3,730
-331
| -8% | -$29.6K | 0.01% | 555 |
|
|
2013
Q2 | $344K | Buy |
+4,061
| New | +$344K | 0.01% | 507 |
|