Cypress Wealth Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-5,240
| Closed | -$714K | – | 105 |
|
|
2017
Q1 | $714K | Buy |
5,240
+150
| +3% | +$20.4K | 0.33% | 72 |
|
|
2016
Q4 | $672K | Buy |
5,090
+57
| +1% | +$7.53K | 0.31% | 74 |
|
|
2016
Q3 | $632K | Buy |
5,033
+72
| +1% | +$9.04K | 0.29% | 79 |
|
|
2016
Q2 | $648K | Sell |
4,961
-63
| -1% | -$8.23K | 0.32% | 74 |
|
|
2016
Q1 | $599K | Buy |
5,024
+819
| +19% | +$97.6K | 0.27% | 80 |
|
|
2015
Q4 | $491K | Buy |
4,205
+23
| +0.5% | +$2.69K | 0.25% | 92 |
|
|
2015
Q3 | $432K | Buy |
4,182
+32
| +0.8% | +$3.31K | 0.23% | 102 |
|
|
2015
Q2 | $422K | Buy |
+4,150
| New | +$422K | 0.25% | 98 |
|