Crestwood Advisors Group’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 |
-2,550
| Closed | -$338K | – | 161 |
|
|
2015
Q4 | $338K | Hold |
2,550
| – | – | 0.04% | 112 |
|
|
2015
Q3 | $313K | Sell |
2,550
-660
| -21% | -$81K | 0.04% | 110 |
|
|
2015
Q2 | $305K | Hold |
3,210
| – | – | 0.04% | 120 |
|
|
2015
Q1 | $325K | Buy |
3,210
+690
| +27% | +$69.9K | 0.05% | 104 |
|
|
2014
Q4 | $261K | Sell |
2,520
-105
| -4% | -$10.9K | 0.04% | 113 |
|
|
2014
Q3 | $239K | Buy |
+2,625
| New | +$239K | 0.04% | 110 |
|
|
2013
Q4 | – | Sell |
-2,267
| Closed | -$202K | – | 130 |
|
|
2013
Q3 | $202K | Sell |
2,267
-240
| -10% | -$21.4K | 0.04% | 121 |
|
|
2013
Q2 | $212K | Buy |
+2,507
| New | +$212K | 0.04% | 120 |
|