Winthrop Partners - WNY’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
$1.55M Buy
2019
Q2
$1.28M Buy
2019
Q1
$1.17M Buy
2018
Q4
$665K Sell
2018
Q3
$1.01M Buy
2018
Q2
$738K Buy
2018
Q1
$737K Buy
2017
Q4
$744K Buy