Meristem Family Wealth’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 |
-2,843
| Closed | -$377K | – | 118 |
|
|
2015
Q4 | $377K | Buy |
+2,843
| New | +$377K | 0.15% | 78 |
|
|
2015
Q3 | – | Sell |
-3,220
| Closed | -$306K | – | 118 |
|
|
2015
Q2 | $306K | Hold |
3,220
| – | – | 0.13% | 81 |
|
|
2015
Q1 | $326K | Hold |
3,220
| – | – | 0.14% | 85 |
|
|
2014
Q4 | $333K | Hold |
3,220
| – | – | 0.12% | 80 |
|
|
2014
Q3 | $293K | Hold |
3,220
| – | – | 0.13% | 81 |
|
|
2014
Q2 | $297K | Hold |
3,220
| – | – | 0.12% | 78 |
|
|
2014
Q1 | $288K | Hold |
3,220
| – | – | 0.13% | 84 |
|
|
2013
Q4 | $311K | Hold |
3,220
| – | – | 0.13% | 88 |
|
|
2013
Q3 | $287K | Hold |
3,220
| – | – | 0.13% | 84 |
|
|
2013
Q2 | $273K | Buy |
+3,220
| New | +$273K | 0.13% | 81 |
|