RPg Family Wealth Advisory’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-142
| Closed | -$19.4K | – | 237 |
|
|
2018
Q1 | $19.4K | Buy |
+142
| New | +$19.4K | 0.02% | 197 |
|
|
2017
Q4 | – | Sell |
-284
| Closed | -$40.5K | – | 276 |
|
|
2017
Q3 | $40.5K | Sell |
284
-144
| -34% | -$20.5K | 0.03% | 157 |
|
|
2017
Q2 | $62.2K | Buy |
428
+266
| +164% | +$38.7K | 0.05% | 115 |
|
|
2017
Q1 | $22.1K | Sell |
162
-226
| -58% | -$30.8K | 0.02% | 202 |
|
|
2016
Q4 | $51.3K | Sell |
388
-22
| -5% | -$2.91K | 0.04% | 118 |
|
|
2016
Q3 | $51.5K | Buy |
410
+205
| +100% | +$25.8K | 0.04% | 116 |
|
|
2016
Q2 | $26.8K | Sell |
205
-46
| -18% | -$6.01K | 0.01% | 170 |
|
|
2016
Q1 | $29.9K | Buy |
+251
| New | +$29.9K | 0.02% | 154 |
|