Nelson Capital Management’s CHUBB CORPORATION CB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-15
| Closed | -$2K | – | 340 |
|
2019
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 260 |
|
2018
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 268 |
|
2018
Q3 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 278 |
|
2018
Q1 | – | Sell |
-18
| Closed | -$3K | – | 342 |
|
2017
Q4 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 299 |
|
2015
Q1 | – | Sell |
-800
| Closed | -$83K | – | 328 |
|
2014
Q4 | $83K | Hold |
800
| – | – | 0.03% | 102 |
|
2014
Q3 | $73K | Hold |
800
| – | – | 0.03% | 112 |
|
2014
Q2 | $74K | Sell |
800
-175
| -18% | -$16.2K | 0.03% | 104 |
|
2014
Q1 | $87K | Buy |
975
+800
| +457% | +$71.4K | 0.04% | 98 |
|
2013
Q4 | $17K | Hold |
175
| – | – | 0.01% | 155 |
|
2013
Q3 | $16K | Hold |
175
| – | – | 0.01% | 157 |
|
2013
Q2 | $15K | Buy |
+175
| New | +$15K | 0.01% | 162 |
|