Patriot Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $8.2M | Sell |
63,453
-1,538
| -2% | -$199K | 1.2% | 31 |
|
|
2018
Q3 | $8.69M | Buy |
64,991
+1,469
| +2% | +$196K | 1.09% | 37 |
|
|
2018
Q2 | $8.07M | Buy |
63,522
+30,335
| +91% | +$3.85M | 1.11% | 34 |
|
|
2018
Q1 | $4.54M | Buy |
33,187
+861
| +3% | +$118K | 0.65% | 57 |
|
|
2017
Q4 | $4.72M | Buy |
32,326
+537
| +2% | +$78.5K | 0.67% | 55 |
|
|
2017
Q3 | $4.53M | Buy |
+31,789
| New | +$4.53M | 0.73% | 49 |
|