Wealthfront’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 |
-6,167
| Closed | -$818K | – | 374 |
|
|
2015
Q4 | $818K | Buy |
6,167
+162
| +3% | +$21.5K | 0.03% | 96 |
|
|
2015
Q3 | $737K | Buy |
6,005
+1,116
| +23% | +$137K | 0.03% | 101 |
|
|
2015
Q2 | $465K | Sell |
4,889
-287
| -6% | -$27.3K | 0.02% | 114 |
|
|
2015
Q1 | $523K | Sell |
5,176
-31
| -0.6% | -$3.13K | 0.03% | 82 |
|
|
2014
Q4 | $539K | Buy |
5,207
+3,037
| +140% | +$314K | 0.03% | 66 |
|
|
2014
Q3 | $198K | Buy |
2,170
+658
| +44% | +$60K | 0.01% | 158 |
|
|
2014
Q2 | $140K | Buy |
1,512
+299
| +25% | +$27.7K | 0.01% | 157 |
|
|
2014
Q1 | $108K | Buy |
+1,213
| New | +$108K | 0.01% | 123 |
|