Stevens First Principles Investment Advisors’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $42K | Hold |
286
| – | – | 0.02% | 96 |
|
|
2019
Q1 | $40K | Hold |
286
| – | – | 0.02% | 99 |
|
|
2018
Q4 | $37K | Hold |
286
| – | – | 0.03% | 98 |
|
|
2018
Q3 | $38K | Hold |
286
| – | – | 0.02% | 105 |
|
|
2018
Q2 | $36K | Sell |
286
-435
| -60% | -$54.8K | 0.02% | 101 |
|
|
2018
Q1 | $99K | Hold |
721
| – | – | 0.06% | 86 |
|
|
2017
Q4 | $105K | Hold |
721
| – | – | 0.06% | 95 |
|
|
2017
Q3 | $103K | Hold |
721
| – | – | 0.06% | 95 |
|
|
2017
Q2 | $105K | Hold |
721
| – | – | 0.06% | 90 |
|
|
2017
Q1 | $98K | Hold |
721
| – | – | 0.06% | 91 |
|
|
2016
Q4 | $95K | Hold |
721
| – | – | 0.07% | 87 |
|
|
2016
Q3 | $91K | Hold |
721
| – | – | 0.07% | 81 |
|
|
2016
Q2 | $94K | Buy |
+721
| New | +$94K | 0.07% | 77 |
|