TWM
CB
Torch Wealth Management’s CHUBB CORPORATION CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-24,273
| Closed | -$3.22M | – | 106 |
|
|
2015
Q4 | $3.22M | Sell |
24,273
-74
| -0.3% | -$9.82K | 2.35% | 7 |
|
|
2015
Q3 | $2.99M | Sell |
24,347
-1,949
| -7% | -$239K | 2.3% | 6 |
|
|
2015
Q2 | $2.5M | Buy |
26,296
+701
| +3% | +$66.7K | 1.73% | 16 |
|
|
2015
Q1 | $2.59M | Buy |
25,595
+126
| +0.5% | +$12.7K | 2% | 13 |
|
|
2014
Q4 | $2.64M | Buy |
25,469
+1,426
| +6% | +$148K | 2.02% | 11 |
|
|
2014
Q3 | $2.19M | Sell |
24,043
-109
| -0.5% | -$9.93K | 1.61% | 20 |
|
|
2014
Q2 | $2.23M | Buy |
24,152
+602
| +3% | +$55.5K | 1.51% | 21 |
|
|
2014
Q1 | $2.1M | Buy |
23,550
+2,500
| +12% | +$223K | 1.52% | 20 |
|
|
2013
Q4 | $2.03M | Buy |
+21,050
| New | +$2.03M | 1.55% | 19 |
|