First Heartland Consultants’s Chubb CB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-2,229
| Closed | -$318K | – | 277 |
|
2017
Q3 | $318K | Sell |
2,229
-6
| -0.3% | -$856 | 0.08% | 260 |
|
2017
Q2 | $325K | Buy |
2,235
+144
| +7% | +$20.9K | 0.08% | 256 |
|
2017
Q1 | $285K | Sell |
2,091
-87
| -4% | -$11.9K | 0.08% | 261 |
|
2016
Q4 | $288K | Sell |
2,178
-247
| -10% | -$32.7K | 0.09% | 258 |
|
2016
Q3 | $305K | Buy |
2,425
+300
| +14% | +$37.7K | 0.09% | 238 |
|
2016
Q2 | $278 | Buy |
+2,125
| New | +$278 | 0.03% | 241 |
|