Foundations Investment Advisors’s Chubb CB Stock Holding History

Foundations Investment Advisors’s Portfolio CB Stock Details CB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$371K	Buy
2025 Q1	$313K	Sell
2024 Q4	$456K	Buy
2024 Q3	$418K	Sell
2024 Q2	$381K	Buy
2024 Q1	$281K	Buy
2023 Q4	$223K	Buy