Gideon Capital 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
Q2 | – | Sell |
-24,583
| Closed | -$2.49M | – | 359 |
|
|
2015
Q1 | $2.49M | Buy |
24,583
+11,995
| +95% | +$1.21M | 1% | 20 |
|
|
2014
Q4 | $1.3M | Buy |
+12,588
| New | +$1.3M | 0.61% | 53 |
|
|
2014
Q3 | – | Sell |
-19,025
| Closed | -$1.75M | – | 403 |
|
|
2014
Q2 | $1.75M | Buy |
+19,025
| New | +$1.75M | 0.64% | 48 |
|
|
2014
Q1 | – | Sell |
-14,082
| Closed | -$1.36M | – | 316 |
|
|
2013
Q4 | $1.36M | Buy |
+14,082
| New | +$1.36M | 0.81% | 36 |
|