Winfield Associates’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-135
| Closed | -$20K | – | 200 |
|
|
2017
Q4 | $20K | Hold |
135
| – | – | 0.01% | 306 |
|
|
2017
Q3 | $19K | Hold |
135
| – | – | 0.01% | 304 |
|
|
2017
Q2 | $20K | Hold |
135
| – | – | 0.01% | 289 |
|
|
2017
Q1 | $18K | Sell |
135
-53
| -28% | -$7.07K | 0.01% | 280 |
|
|
2016
Q4 | $25K | Buy |
188
+54
| +40% | +$7.18K | 0.02% | 236 |
|
|
2016
Q3 | $17K | Hold |
134
| – | – | 0.01% | 270 |
|
|
2016
Q2 | $18K | Buy |
+134
| New | +$18K | 0.01% | 259 |
|