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Cascade Financial Partners’s Chubb CB Stock Holding History

Cascade Financial Partners’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,018
Closed -$281K – 244
2024
Q4 		$281K Hold
1,018
– – 0.04% 194
2024
Q3 		$302K Hold
1,018
– – 0.04% 182
2024
Q2 		$260K Hold
1,018
– – 0.03% 193
2024
Q1 		$250K Buy
+1,018
New +$250K 0.04% 195