Impact Partnership Wealth’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $706K | Buy |
+2,438
| New | +$706K | 0.13% | 86 |
|
|
2025
Q1 | – | Sell |
-2,255
| Closed | -$623K | – | 273 |
|
|
2024
Q4 | $623K | Buy |
+2,255
| New | +$623K | 0.13% | 98 |
|
|
2023
Q3 | – | Sell |
-87
| Closed | -$16.8K | – | 1034 |
|
|
2023
Q2 | $16.8K | Buy |
+87
| New | +$16.8K | 0.01% | 365 |
|