Edge Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,050
| Closed | -$140K | – | 565 |
|
|
2018
Q3 | $140K | Hold |
1,050
| – | – | 0.03% | 171 |
|
|
2018
Q2 | $133K | Buy |
+1,050
| New | +$133K | 0.03% | 174 |
|
|
2014
Q1 | – | Sell |
-573
| Closed | -$59K | – | 408 |
|
|
2013
Q4 | $59K | Hold |
573
| – | – | 0.03% | 156 |
|
|
2013
Q3 | $54K | Hold |
573
| – | – | 0.03% | 141 |
|
|
2013
Q2 | $51K | Buy |
+573
| New | +$51K | 0.03% | 129 |
|