ProVise Management Group’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
-1,700
Closed -$225K 312
2015
Q4
$225K Hold
1,700
0.05% 257
2015
Q3
$209K Buy
+1,700
New +$209K 0.05% 253