Taylor Wealth Management Partners’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-85
| Closed | -$11K | – | 57 |
|
|
2018
Q4 | $11K | Hold |
85
| – | – | 0.01% | 85 |
|
|
2018
Q3 | $11K | Buy |
+85
| New | +$11K | ﹤0.01% | 98 |
|
|
2018
Q1 | – | Sell |
-250
| Closed | -$37K | – | 137 |
|
|
2017
Q4 | $37K | Hold |
250
| – | – | 0.02% | 102 |
|
|
2017
Q3 | $36K | Hold |
250
| – | – | 0.02% | 104 |
|
|
2017
Q2 | $36K | Hold |
250
| – | – | 0.02% | 107 |
|
|
2017
Q1 | $34K | Hold |
250
| – | – | 0.02% | 110 |
|
|
2016
Q4 | $33K | Hold |
250
| – | – | 0.02% | 110 |
|
|
2016
Q3 | $31K | Hold |
250
| – | – | 0.01% | 98 |
|
|
2016
Q2 | $33K | Hold |
250
| – | – | 0.01% | 97 |
|
|
2016
Q1 | $30K | Hold |
250
| – | – | 0.01% | 92 |
|
|
2015
Q4 | $29K | Hold |
250
| – | – | 0.01% | 87 |
|
|
2015
Q3 | $26K | Sell |
250
-100
| -29% | -$10.4K | 0.01% | 89 |
|
|
2015
Q2 | $36K | Buy |
+350
| New | +$36K | 0.01% | 107 |
|