Stratos Wealth Partners’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 |
-2,745
| Closed | -$364K | – | 654 |
|
|
2015
Q4 | $364K | Sell |
2,745
-1,203
| -30% | -$160K | 0.03% | 379 |
|
|
2015
Q3 | $484K | Buy |
3,948
+1,449
| +58% | +$178K | 0.06% | 262 |
|
|
2015
Q2 | $238K | Sell |
2,499
-1,474
| -37% | -$140K | 0.03% | 421 |
|
|
2015
Q1 | $404K | Buy |
3,973
+498
| +14% | +$50.6K | 0.05% | 348 |
|
|
2014
Q4 | $360K | Buy |
3,475
+1,254
| +56% | +$130K | 0.06% | 311 |
|
|
2014
Q3 | $202K | Buy |
+2,221
| New | +$202K | 0.05% | 287 |
|