Kelly Lawrence W & Associates’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-375
| Closed | -$55K | – | 141 |
|
|
2017
Q4 | $55K | Hold |
375
| – | – | 0.01% | 116 |
|
|
2017
Q3 | $53K | Hold |
375
| – | – | 0.01% | 110 |
|
|
2017
Q2 | $55K | Sell |
375
-3
| -0.8% | -$440 | 0.01% | 109 |
|
|
2017
Q1 | $52K | Buy |
378
+3
| +0.8% | +$413 | 0.01% | 126 |
|
|
2016
Q4 | $50K | Hold |
375
| – | – | 0.01% | 126 |
|
|
2016
Q3 | $47K | Hold |
375
| – | – | 0.01% | 130 |
|
|
2016
Q2 | $49K | Buy |
+375
| New | +$49K | 0.01% | 138 |
|