Lenox Wealth Advisors’s CHUBB CORPORATION CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-230
| Closed | -$31K | – | 492 |
|
|
2015
Q4 | $31K | Hold |
230
| – | – | 0.01% | 111 |
|
|
2015
Q3 | $28K | Buy |
230
+104
| +83% | +$12.7K | 0.01% | 117 |
|
|
2015
Q2 | $12K | Sell |
126
-104
| -45% | -$9.91K | 0.01% | 130 |
|
|
2015
Q1 | $23K | Hold |
230
| – | – | 0.01% | 117 |
|
|
2014
Q4 | $24K | Buy |
230
+22
| +11% | +$2.3K | 0.01% | 119 |
|
|
2014
Q3 | $19K | Hold |
208
| – | – | 0.01% | 133 |
|
|
2014
Q2 | $19K | Hold |
208
| – | – | 0.01% | 111 |
|
|
2014
Q1 | $18K | Buy |
+208
| New | +$18K | 0.01% | 103 |
|
|
2013
Q3 | – | Sell |
-150
| Closed | -$13K | – | 317 |
|
|
2013
Q2 | $13K | Buy |
+150
| New | +$13K | 0.01% | 97 |
|