Kanaly Trust’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $15K | Buy |
113
+5
| +5% | +$664 | ﹤0.01% | 480 |
|
|
2016
Q3 | $14K | Hold |
108
| – | – | ﹤0.01% | 475 |
|
|
2016
Q2 | $14K | Buy |
+108
| New | +$14K | ﹤0.01% | 478 |
|
|
2016
Q1 | – | Sell |
-21
| Closed | -$2K | – | 881 |
|
|
2015
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 781 |
|
|
2015
Q3 | $2K | Hold |
21
| – | – | ﹤0.01% | 755 |
|
|
2015
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 759 |
|
|
2015
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 600 |
|
|
2014
Q4 | $2K | Buy |
21
+6
| +40% | +$571 | ﹤0.01% | 612 |
|
|
2014
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 693 |
|
|
2014
Q2 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 634 |
|