DWA
CB icon

Delap Wealth Advisory’s Chubb CB Stock Holding History

Delap Wealth Advisory’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,213
Closed -$314K – 149
2024
Q1 		$314K Buy
+1,213
New +$314K 0.13% 146