Optimum 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
Q1 | – | Sell |
-200
| Closed | -$21K | – | 1041 |
|
|
2014
Q4 | $21K | Sell |
200
-110
| -35% | -$11.6K | 0.01% | 710 |
|
|
2014
Q3 | $28K | Sell |
310
-400
| -56% | -$36.1K | 0.01% | 588 |
|
|
2014
Q2 | $65K | Sell |
710
-600
| -46% | -$54.9K | 0.02% | 427 |
|
|
2014
Q1 | $117K | Hold |
1,310
| – | – | 0.04% | 283 |
|
|
2013
Q4 | $127K | Hold |
1,310
| – | – | 0.05% | 268 |
|
|
2013
Q3 | $117K | Buy |
+1,310
| New | +$117K | 0.05% | 267 |
|