CreativeOne Wealth’s Chubb CB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$251K	Buy	867 +56	+7%	+$16.2K	0.01%	988
2025 Q1	$245K	Buy	+811	New	+$245K	0.01%	933
2024 Q4	–	Sell	-921	Closed	-$266K	–	1067
2024 Q3	$266K	Buy	+921	New	+$266K	0.01%	812