IWM
CB

Integrated Wealth Management’s CHUBB CORPORATION CB Stock Holding History

Integrated Wealth Management’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-950
Closed -$126K – 1423
2015
Q4 		$126K Sell
950
-24
-2% -$3.18K 0.05% 253
2015
Q3 		$119K Sell
974
-1,161
-54% -$142K 0.05% 251
2015
Q2 		$203K Buy
2,135
+93
+5% +$8.84K 0.08% 191
2015
Q1 		$206K Buy
+2,042
New +$206K 0.09% 180