Independent Portfolio Consultants’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $197K | Buy |
1,353
+523
| +63% | +$76.2K | 0.08% | 291 |
|
|
2017
Q1 | $113K | Sell |
830
-214
| -20% | -$29.1K | 0.04% | 421 |
|
|
2016
Q4 | $138K | Buy |
1,044
+269
| +35% | +$35.6K | 0.05% | 382 |
|
|
2016
Q3 | $97K | Sell |
775
-85
| -10% | -$10.6K | 0.03% | 449 |
|
|
2016
Q2 | $112K | Sell |
860
-90
| -9% | -$11.7K | 0.04% | 432 |
|
|
2016
Q1 | $113K | Buy |
950
+695
| +273% | +$82.7K | 0.03% | 454 |
|
|
2015
Q4 | $30K | Buy |
255
+90
| +55% | +$10.6K | 0.01% | 640 |
|
|
2015
Q3 | $17K | Hold |
165
| – | – | ﹤0.01% | 681 |
|
|
2015
Q2 | $17K | Buy |
165
+121
| +275% | +$12.5K | ﹤0.01% | 721 |
|
|
2015
Q1 | $5K | Buy |
+44
| New | +$5K | ﹤0.01% | 766 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 816 |
|