Wellesley Investment Partners’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$398K Sell
2020
Q2
$504K Sell
2020
Q1
$484K Sell
2019
Q4
$786K Sell
2019
Q3
$917K Buy
2019
Q2
$812K Sell
2019
Q1
$1.05M Sell
2018
Q4
$1.14M Sell
2018
Q3
$1.19M Buy
2018
Q2
$1.12M Buy
2018
Q1
$1.19M Buy
2017
Q4
$1.23M Buy
2017
Q3
$1.14M Sell
2017
Q2
$1.21M Buy
2017
Q1
$1.12M Buy
2016
Q4
$1.02M Buy
2016
Q3
$853K Buy
2016
Q2
$803K Buy
2016
Q1
$653K Buy