KWA
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KCS Wealth Advisory’s Chubb CB Stock Holding History

KCS Wealth Advisory’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-867
Closed -$140K – 185
2019
Q3 		$140K Buy
+867
New +$140K 0.1% 174
2018
Q1 		– Sell
-1,712
Closed -$250K – 168
2017
Q4 		$250K Buy
+1,712
New +$250K 0.24% 139