Moneta Group Investment Advisors’s CHUBB CORPORATION CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-2,050
| Closed | -$251K | – | 540 |
|
|
2015
Q3 | $251K | Sell |
2,050
-4,073
| -67% | -$499K | 0.07% | 113 |
|
|
2015
Q2 | $583K | Buy |
6,123
+4,043
| +194% | +$385K | 0.18% | 66 |
|
|
2015
Q1 | $210K | Hold |
2,080
| – | – | 0.09% | 136 |
|
|
2014
Q4 | $215K | Buy |
+2,080
| New | +$215K | 0.1% | 132 |
|
|
2014
Q1 | – | Sell |
-2,080
| Closed | -$201K | – | 131 |
|
|
2013
Q4 | $201K | Buy |
+2,080
| New | +$201K | 0.12% | 125 |
|
|
2013
Q3 | – | Sell |
-2,680
| Closed | -$227K | – | 123 |
|
|
2013
Q2 | $227K | Buy |
+2,680
| New | +$227K | 0.16% | 99 |
|