Compass Ion Advisors’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$206K Buy
710
+3
+0.4% +$869 0.02% 257
2025
Q1
$213K Buy
+707
New +$213K 0.03% 246