HBK Sorce Advisory’s CHUBB CORPORATION CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-2,245
| Closed | -$232K | – | 211 |
|
|
2014
Q4 | $232K | Sell |
2,245
-610
| -21% | -$63K | 0.08% | 171 |
|
|
2014
Q3 | $260K | Sell |
2,855
-65
| -2% | -$5.92K | 0.09% | 142 |
|
|
2014
Q2 | $269K | Buy |
2,920
+593
| +25% | +$54.6K | 0.09% | 146 |
|
|
2014
Q1 | $208K | Hold |
2,327
| – | – | 0.08% | 178 |
|
|
2013
Q4 | $225K | Buy |
2,327
+60
| +3% | +$5.8K | 0.08% | 162 |
|
|
2013
Q3 | $202K | Buy |
+2,267
| New | +$202K | 0.08% | 174 |
|