Winch Advisory Services’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-21
| Closed | -$3K | – | 347 |
|
|
2019
Q4 | $3K | Buy |
+21
| New | +$3K | ﹤0.01% | 286 |
|
|
2019
Q3 | – | Sell |
-21
| Closed | -$3K | – | 362 |
|
|
2019
Q2 | $3K | Buy |
+21
| New | +$3K | ﹤0.01% | 305 |
|
|
2014
Q3 | – | Sell |
-1,721
| Closed | -$178K | – | 235 |
|
|
2014
Q2 | $178K | Sell |
1,721
-12
| -0.7% | -$1.24K | 0.1% | 77 |
|
|
2014
Q1 | $172K | Buy |
+1,733
| New | +$172K | 0.11% | 84 |
|