Elm Advisors’s CHUBB CORPORATION CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-2,036
| Closed | -$250K | – | 75 |
|
|
2015
Q3 | $250K | Buy |
+2,036
| New | +$250K | 0.26% | 57 |
|
|
2015
Q2 | – | Sell |
-2,041
| Closed | -$206K | – | 75 |
|
|
2015
Q1 | $206K | Hold |
2,041
| – | – | 0.19% | 68 |
|
|
2014
Q4 | $211K | Buy |
+2,041
| New | +$211K | 0.19% | 67 |
|
|
2014
Q1 | – | Sell |
-2,316
| Closed | -$224K | – | 76 |
|
|
2013
Q4 | $224K | Buy |
+2,316
| New | +$224K | 0.22% | 66 |
|