Winifred I. Li’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $145K | Sell |
1,262
-63
| -5% | -$7.24K | 0.14% | 144 |
|
|
2014
Q3 | $139K | Sell |
1,325
-1,662
| -56% | -$174K | 0.13% | 144 |
|
|
2014
Q2 | $310K | Sell |
2,987
-55
| -2% | -$5.71K | 0.26% | 99 |
|
|
2014
Q1 | $301K | Sell |
3,042
-21
| -0.7% | -$2.08K | 0.26% | 105 |
|
|
2013
Q4 | $317K | Hold |
3,063
| – | – | 0.27% | 104 |
|
|
2013
Q3 | $287K | Sell |
3,063
-296
| -9% | -$27.7K | 0.27% | 108 |
|
|
2013
Q2 | $301K | Buy |
+3,359
| New | +$301K | 0.28% | 105 |
|