Integrated Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $340K | Buy |
2,497
+125
| +5% | +$17K | 0.11% | 170 |
|
|
2016
Q4 | $313K | Sell |
2,372
-76
| -3% | -$10K | 0.12% | 166 |
|
|
2016
Q3 | $308K | Sell |
2,448
-145
| -6% | -$18.2K | 0.11% | 163 |
|
|
2016
Q2 | $339K | Sell |
2,593
-628
| -19% | -$82.1K | 0.13% | 149 |
|
|
2016
Q1 | $384K | Buy |
+3,221
| New | +$384K | 0.16% | 121 |
|
|
2015
Q4 | – | Sell |
-3,469
| Closed | -$359K | – | 1305 |
|
|
2015
Q3 | $359K | Sell |
3,469
-1,856
| -35% | -$192K | 0.16% | 121 |
|
|
2015
Q2 | $541K | Sell |
5,325
-655
| -11% | -$66.5K | 0.21% | 97 |
|
|
2015
Q1 | $666K | Buy |
+5,980
| New | +$666K | 0.28% | 82 |
|