Partnervest Advisory Services’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 |
-4,061
| Closed | -$539K | – | 208 |
|
|
2015
Q4 | $539K | Buy |
4,061
+200
| +5% | +$26.5K | 0.3% | 69 |
|
|
2015
Q3 | $474K | Hold |
3,861
| – | – | 0.27% | 75 |
|
|
2015
Q2 | $367K | Buy |
+3,861
| New | +$367K | 0.18% | 105 |
|
|
2014
Q3 | – | Sell |
-1,395
| Closed | -$129K | – | 1050 |
|
|
2014
Q2 | $129K | Buy |
1,395
+100
| +8% | +$9.25K | 0.06% | 213 |
|
|
2014
Q1 | $116K | Hold |
1,295
| – | – | 0.05% | 218 |
|
|
2013
Q4 | $125K | Hold |
1,295
| – | – | 0.06% | 195 |
|
|
2013
Q3 | $116K | Hold |
1,295
| – | – | 0.06% | 175 |
|
|
2013
Q2 | $110K | Buy |
+1,295
| New | +$110K | 0.05% | 146 |
|