PWAG
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Polaris Wealth Advisory Group’s Chubb CB Stock Holding History

Polaris Wealth Advisory Group’s Portfolio CB Stock Details CB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-4,760
Closed -$531K – 71
2015
Q1 		$531K Sell
4,760
-950
-17% -$106K 0.1% 64
2014
Q4 		$656K Buy
+5,710
New +$656K 0.13% 56