Wilbanks Smith & Thomas Asset Management’s CHUBB CORPORATION CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-2,569
| Closed | -$244K | – | 326 |
|
|
2015
Q2 | $244K | Hold |
2,569
| – | – | 0.02% | 265 |
|
|
2015
Q1 | $260K | Hold |
2,569
| – | – | 0.03% | 253 |
|
|
2014
Q4 | $266K | Buy |
2,569
+295
| +13% | +$30.5K | 0.03% | 249 |
|
|
2014
Q3 | $207K | Buy |
2,274
+65
| +3% | +$5.92K | 0.02% | 264 |
|
|
2014
Q2 | $204K | Buy |
+2,209
| New | +$204K | 0.02% | 273 |
|
|
2014
Q1 | – | Sell |
-2,209
| Closed | -$213K | – | 308 |
|
|
2013
Q4 | $213K | Buy |
+2,209
| New | +$213K | 0.03% | 266 |
|