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Engrave Wealth Partners’s Chubb CB Stock Holding History

Engrave Wealth 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
2020
Q3 		– Sell
-505
Closed -$63K – 110
2020
Q2 		$63K Hold
505
– – 0.06% 97
2020
Q1 		$56K Hold
505
– – 0.07% 85
2019
Q4 		$78K Buy
+505
New +$78K 0.08% 96