WFG Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $227K | Buy |
1,559
+443
| +40% | +$64.5K | 0.05% | 342 |
|
|
2017
Q1 | $152K | Sell |
1,116
-7
| -0.6% | -$953 | 0.04% | 390 |
|
|
2016
Q4 | $148K | Sell |
1,123
-1,424
| -56% | -$188K | 0.04% | 444 |
|
|
2016
Q3 | $320K | Sell |
2,547
-61
| -2% | -$7.66K | 0.08% | 251 |
|
|
2016
Q2 | $341K | Sell |
2,608
-115
| -4% | -$15K | 0.09% | 218 |
|
|
2016
Q1 | $324K | Buy |
+2,723
| New | +$324K | 0.09% | 217 |
|
|
2015
Q4 | – | Sell |
-28
| Closed | -$3K | – | 1571 |
|
|
2015
Q3 | $3K | Hold |
28
| – | – | ﹤0.01% | 1337 |
|
|
2015
Q2 | $3K | Sell |
28
-585
| -95% | -$62.7K | ﹤0.01% | 1406 |
|
|
2015
Q1 | $68K | Sell |
613
-42
| -6% | -$4.66K | 0.02% | 649 |
|
|
2014
Q4 | $75K | Sell |
655
-67
| -9% | -$7.67K | 0.02% | 730 |
|
|
2014
Q3 | $76K | Buy |
722
+36
| +5% | +$3.79K | 0.01% | 763 |
|
|
2014
Q2 | $71K | Sell |
686
-104
| -13% | -$10.8K | 0.01% | 778 |
|
|
2014
Q1 | $78K | Sell |
790
-56
| -7% | -$5.53K | 0.02% | 730 |
|
|
2013
Q4 | $88K | Buy |
846
+457
| +117% | +$47.5K | 0.01% | 791 |
|
|
2013
Q3 | $36K | Buy |
389
+150
| +63% | +$13.9K | 0.01% | 1050 |
|
|
2013
Q2 | $21K | Buy |
+239
| New | +$21K | ﹤0.01% | 1191 |
|