Mark Sheptoff Financial Planning’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 |
-800
| Closed | -$106K | – | 421 |
|
|
2015
Q4 | $106K | Sell |
800
-30
| -4% | -$3.98K | 0.09% | 131 |
|
|
2015
Q3 | $102K | Buy |
830
+30
| +4% | +$3.69K | 0.09% | 132 |
|
|
2015
Q2 | $76K | Hold |
800
| – | – | 0.06% | 154 |
|
|
2015
Q1 | $81K | Hold |
800
| – | – | 0.07% | 146 |
|
|
2014
Q4 | $83K | Hold |
800
| – | – | 0.07% | 140 |
|
|
2014
Q3 | $73K | Hold |
800
| – | – | 0.06% | 157 |
|
|
2014
Q2 | $74K | Hold |
800
| – | – | 0.06% | 157 |
|
|
2014
Q1 | $71K | Buy |
+800
| New | +$71K | 0.06% | 158 |
|