Peloton Wealth Strategists’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $2.16M | Sell |
18,085
-200
| -1% | -$23.8K | 1.83% | 24 |
|
|
2015
Q4 | $2.14M | Sell |
18,285
-500
| -3% | -$58.4K | 1.84% | 19 |
|
|
2015
Q3 | $1.94M | Sell |
18,785
-500
| -3% | -$51.7K | 1.7% | 20 |
|
|
2015
Q2 | $1.96M | Sell |
19,285
-615
| -3% | -$62.5K | 1.56% | 25 |
|
|
2015
Q1 | $2.22M | Sell |
19,900
-400
| -2% | -$44.6K | 1.72% | 23 |
|
|
2014
Q4 | $2.33M | Sell |
20,300
-400
| -2% | -$46K | 1.77% | 21 |
|
|
2014
Q3 | $2.17M | Buy |
+20,700
| New | +$2.17M | 1.71% | 24 |
|
|
2014
Q2 | – | Sell |
-21,050
| Closed | -$2.09M | – | 76 |
|
|
2014
Q1 | $2.09M | Buy |
+21,050
| New | +$2.09M | 1.71% | 22 |
|
|
2013
Q4 | – | Sell |
-21,950
| Closed | -$2.05M | – | 76 |
|
|
2013
Q3 | $2.05M | Buy |
21,950
+600
| +3% | +$56.1K | 1.72% | 24 |
|
|
2013
Q2 | $1.91M | Buy |
+21,350
| New | +$1.91M | 1.72% | 24 |
|