WFG Advisors’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 |
-5,054
| Closed | -$670K | – | 1801 |
|
|
2015
Q4 | $670K | Sell |
5,054
-533
| -10% | -$70.7K | 0.2% | 122 |
|
|
2015
Q3 | $685K | Sell |
5,587
-2,526
| -31% | -$310K | 0.21% | 107 |
|
|
2015
Q2 | $772K | Buy |
8,113
+583
| +8% | +$55.5K | 0.21% | 109 |
|
|
2015
Q1 | $761K | Sell |
7,530
-1,853
| -20% | -$187K | 0.21% | 107 |
|
|
2014
Q4 | $971K | Sell |
9,383
-19
| -0.2% | -$1.97K | 0.2% | 114 |
|
|
2014
Q3 | $856K | Buy |
9,402
+252
| +3% | +$22.9K | 0.16% | 156 |
|
|
2014
Q2 | $843K | Buy |
9,150
+392
| +4% | +$36.1K | 0.16% | 158 |
|
|
2014
Q1 | $782K | Buy |
8,758
+1,133
| +15% | +$101K | 0.16% | 166 |
|
|
2013
Q4 | $737K | Buy |
7,625
+36
| +0.5% | +$3.48K | 0.1% | 223 |
|
|
2013
Q3 | $677K | Buy |
7,589
+723
| +11% | +$64.5K | 0.1% | 224 |
|
|
2013
Q2 | $581K | Buy |
+6,866
| New | +$581K | 0.1% | 239 |
|