DPA
Delphi Private Advisors’s Chubb CB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-120
| Closed | -$16K | – | 52 |
|
2018
Q3 | $16K | Hold |
120
| – | – | 0.05% | 52 |
|
2018
Q2 | $15K | Hold |
120
| – | – | 0.05% | 58 |
|
2018
Q1 | $16K | Hold |
120
| – | – | 0.06% | 57 |
|
2017
Q4 | $18K | Sell |
120
-45
| -27% | -$6.75K | 0.04% | 109 |
|
2017
Q3 | $24K | Sell |
165
-25
| -13% | -$3.64K | 0.07% | 58 |
|
2017
Q2 | $28K | Hold |
190
| – | – | 0.06% | 56 |
|
2017
Q1 | $26K | Sell |
190
-9
| -5% | -$1.23K | 0.05% | 56 |
|
2016
Q4 | $26K | Hold |
199
| – | – | 0.05% | 65 |
|
2016
Q3 | $25K | Sell |
199
-13
| -6% | -$1.63K | 0.04% | 56 |
|
2016
Q2 | $28K | Hold |
212
| – | – | 0.05% | 67 |
|
2016
Q1 | $25K | Buy |
212
+204
| +2,550% | +$24.1K | 0.04% | 82 |
|
2015
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 297 |
|