Great Lakes Retirement’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3
Closed -$823 266
2024
Q2
$823 Sell
3
-2,825
-100% -$775K ﹤0.01% 640
2024
Q1
$733K Buy
2,828
+94
+3% +$24.4K 0.11% 154
2023
Q4
$618K Buy
+2,734
New +$618K 0.1% 159