Plante Moran Financial Advisors’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 |
-62
| Closed | -$8K | – | 1165 |
|
|
2015
Q4 | $8K | Hold |
62
| – | – | 0.01% | 632 |
|
|
2015
Q3 | $8K | Hold |
62
| – | – | 0.01% | 522 |
|
|
2015
Q2 | $6K | Hold |
62
| – | – | ﹤0.01% | 613 |
|
|
2015
Q1 | $6K | Hold |
62
| – | – | ﹤0.01% | 600 |
|
|
2014
Q4 | $6K | Hold |
62
| – | – | ﹤0.01% | 647 |
|
|
2014
Q3 | $6K | Sell |
62
-150
| -71% | -$14.5K | 0.01% | 665 |
|
|
2014
Q2 | $20K | Buy |
212
+62
| +41% | +$5.85K | 0.02% | 386 |
|
|
2014
Q1 | $13K | Sell |
150
-537
| -78% | -$46.5K | 0.01% | 326 |
|
|
2013
Q4 | $66K | Sell |
687
-163
| -19% | -$15.7K | 0.04% | 192 |
|
|
2013
Q3 | $76K | Buy |
+850
| New | +$76K | 0.05% | 145 |
|