Cypress Wealth Services’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-1,886
Closed -$304K 258
2019
Q3
$304K Sell
1,886
-183
-9% -$29.5K 0.08% 188
2019
Q2
$305K Buy
2,069
+274
+15% +$40.4K 0.09% 187
2019
Q1
$251K Buy
+1,795
New +$251K 0.08% 203