EFP
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Elser Financial Planning’s Chubb CB Stock Holding History

Elser Financial Planning’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
Q3 		– Sell
-1,694
Closed -$432K – 67
2024
Q2 		$432K Buy
+1,694
New +$432K 0.07% 61