Kelleher Financial Advisors’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-12,756
Closed -$1.69M 92
2016
Q4
$1.69M Sell
12,756
-150
-1% -$19.8K 0.94% 35
2016
Q3
$1.62M Hold
12,906
0.92% 38
2016
Q2
$1.69M Sell
12,906
-320
-2% -$41.8K 1.02% 36
2016
Q1
$1.58M Buy
+13,226
New +$1.58M 0.87% 39