Forvis Mazars Wealth 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 |
-16,791
| Closed | -$2.06M | – | 204 |
|
|
2015
Q3 | $2.06M | Sell |
16,791
-2,002
| -11% | -$245K | 0.36% | 37 |
|
|
2015
Q2 | $1.79M | Sell |
18,793
-58
| -0.3% | -$5.52K | 0.27% | 50 |
|
|
2015
Q1 | $1.91M | Sell |
18,851
-404
| -2% | -$40.8K | 0.28% | 50 |
|
|
2014
Q4 | $1.99M | Buy |
19,255
+69
| +0.4% | +$7.14K | 0.33% | 48 |
|
|
2014
Q3 | $1.75M | Sell |
19,186
-6
| -0% | -$546 | 0.3% | 49 |
|
|
2014
Q2 | $1.77M | Sell |
19,192
-1,944
| -9% | -$179K | 0.3% | 49 |
|
|
2014
Q1 | $1.89M | Buy |
21,136
+991
| +5% | +$88.8K | 0.33% | 48 |
|
|
2013
Q4 | $1.95M | Sell |
20,145
-987
| -5% | -$95.4K | 0.36% | 49 |
|
|
2013
Q3 | $1.89M | Sell |
21,132
-242
| -1% | -$21.6K | 0.39% | 46 |
|
|
2013
Q2 | $1.81M | Buy |
+21,374
| New | +$1.81M | 1.43% | 27 |
|