Balasa Dinverno & Foltz’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$353K Buy
1,942
+62
+3% +$11.3K 0.02% 241
2022
Q2
$370K Buy
1,880
+698
+59% +$137K 0.02% 240
2022
Q1
$253K Buy
+1,182
New +$253K 0.02% 299