Philadelphia Trust Company’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-2,238
| Closed | -$327K | – | 204 |
|
|
2017
Q4 | $327K | Buy |
+2,238
| New | +$327K | 0.03% | 182 |
|
|
2014
Q1 | – | Sell |
-5,443
| Closed | -$564K | – | 180 |
|
|
2013
Q4 | $564K | Buy |
5,443
+450
| +9% | +$46.6K | 0.04% | 133 |
|
|
2013
Q3 | $467K | Buy |
+4,993
| New | +$467K | 0.03% | 134 |
|