Security National Trust’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 |
-36,108
| Closed | -$4.79M | – | 504 |
|
|
2015
Q4 | $4.79M | Sell |
36,108
-610
| -2% | -$80.9K | 1.88% | 10 |
|
|
2015
Q3 | $4.5M | Sell |
36,718
-765
| -2% | -$93.8K | 1.75% | 10 |
|
|
2015
Q2 | $3.57M | Sell |
37,483
-65
| -0.2% | -$6.18K | 1.28% | 22 |
|
|
2015
Q1 | $3.8M | Buy |
37,548
+75
| +0.2% | +$7.58K | 1.35% | 19 |
|
|
2014
Q4 | $3.88M | Buy |
37,473
+1,570
| +4% | +$162K | 1.41% | 20 |
|
|
2014
Q3 | $3.27M | Sell |
35,903
-811
| -2% | -$73.9K | 1.33% | 24 |
|
|
2014
Q2 | $3.38M | Buy |
36,714
+350
| +1% | +$32.3K | 1.32% | 23 |
|
|
2014
Q1 | $3.25M | Buy |
36,364
+1,910
| +6% | +$171K | 1.32% | 22 |
|
|
2013
Q4 | $3.33M | Sell |
34,454
-80
| -0.2% | -$7.73K | 1.38% | 21 |
|
|
2013
Q3 | $3.08M | Buy |
34,534
+2,464
| +8% | +$220K | 1.39% | 22 |
|
|
2013
Q2 | $2.72M | Buy |
+32,070
| New | +$2.72M | 1.31% | 25 |
|