Regal Investment Advisors’s CHUBB CORPORATION CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-1,391
| Closed | -$132K | – | 1191 |
|
|
2015
Q2 | $132K | Buy |
1,391
+218
| +19% | +$20.7K | 0.04% | 299 |
|
|
2015
Q1 | $119K | Buy |
1,173
+40
| +4% | +$4.06K | 0.03% | 314 |
|
|
2014
Q4 | $117K | Buy |
1,133
+266
| +31% | +$27.5K | 0.03% | 285 |
|
|
2014
Q3 | $79K | Buy |
867
+705
| +435% | +$64.2K | 0.02% | 340 |
|
|
2014
Q2 | $15K | Sell |
162
-1
| -0.6% | -$93 | 0.01% | 604 |
|
|
2014
Q1 | $15K | Buy |
+163
| New | +$15K | 0.01% | 581 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 1029 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 959 |
|