Integrated Wealth Management (Palm Desert)’s Chubb CB Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio CB Stock Details CB Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$340K	Buy
2016 Q4	$313K	Sell
2016 Q3	$308K	Sell
2016 Q2	$339K	Sell
2016 Q1	$384K	Buy
2015 Q4	–	Sell
2015 Q3	$359K	Sell
2015 Q2	$541K	Sell
2015 Q1	$666K	Buy