WFG Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $227K | Buy |
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|
2017
Q1 | $152K | Sell |
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|
2016
Q4 | $148K | Sell |
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|
2016
Q3 | $320K | Sell |
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|
2016
Q2 | $341K | Sell |
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|
2016
Q1 | $324K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $3K | Hold |
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|
2015
Q2 | $3K | Sell |
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|
2015
Q1 | $68K | Sell |
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|
2014
Q4 | $75K | Sell |
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|
2014
Q3 | $76K | Buy |
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|
2014
Q2 | $71K | Sell |
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|
2014
Q1 | $78K | Sell |
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|
2013
Q4 | $88K | Buy |
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|
2013
Q3 | $36K | Buy |
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|
2013
Q2 | $21K | Buy |
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