Wealthfront’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $2.25M | Buy |
16,859
+5,966
| +55% | +$797K | 0.02% | 111 |
|
|
2018
Q2 | $1.38M | Buy |
10,893
+983
| +10% | +$125K | 0.01% | 178 |
|
|
2018
Q1 | $1.36M | Sell |
9,910
-4,863
| -33% | -$665K | 0.01% | 190 |
|
|
2017
Q4 | $2.16M | Buy |
14,773
+654
| +5% | +$95.6K | 0.02% | 115 |
|
|
2017
Q3 | $2.01M | Buy |
14,119
+1,682
| +14% | +$240K | 0.03% | 109 |
|
|
2017
Q2 | $1.81M | Buy |
12,437
+2,446
| +24% | +$356K | 0.03% | 102 |
|
|
2017
Q1 | $1.36M | Buy |
9,991
+526
| +6% | +$71.7K | 0.02% | 114 |
|
|
2016
Q4 | $1.25M | Buy |
9,465
+174
| +2% | +$23K | 0.03% | 99 |
|
|
2016
Q3 | $1.17M | Buy |
9,291
+852
| +10% | +$107K | 0.03% | 97 |
|
|
2016
Q2 | $1.1M | Buy |
8,439
+758
| +10% | +$99.1K | 0.03% | 90 |
|
|
2016
Q1 | $915K | Buy |
7,681
+4,187
| +120% | +$499K | 0.03% | 95 |
|
|
2015
Q4 | $408K | Buy |
3,494
+243
| +7% | +$28.4K | 0.01% | 165 |
|
|
2015
Q3 | $336K | Buy |
3,251
+640
| +25% | +$66.1K | 0.01% | 179 |
|
|
2015
Q2 | $265K | Sell |
2,611
-632
| -19% | -$64.1K | 0.01% | 210 |
|
|
2015
Q1 | $362K | Buy |
3,243
+358
| +12% | +$40K | 0.02% | 126 |
|
|
2014
Q4 | $331K | Buy |
2,885
+951
| +49% | +$109K | 0.02% | 108 |
|
|
2014
Q3 | $203K | Buy |
1,934
+411
| +27% | +$43.1K | 0.01% | 149 |
|
|
2014
Q2 | $160K | Buy |
1,523
+612
| +67% | +$64.3K | 0.01% | 134 |
|
|
2014
Q1 | $90K | Buy |
+911
| New | +$90K | 0.01% | 142 |
|