Inlet Private 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
$207K Buy
715
+5
+0.7% +$1.45K 0.05% 126
2025
Q1
$214K Buy
+710
New +$214K 0.06% 123
2019
Q3
Sell
-1,702
Closed -$254K 144
2019
Q2
$254K Buy
1,702
+106
+7% +$15.8K 0.09% 127
2019
Q1
$224K Sell
1,596
-3,740
-70% -$525K 0.09% 133
2018
Q4
$689K Buy
+5,336
New +$689K 0.37% 65