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Institute for Wealth Management’s Chubb CB Stock Holding History

Institute for Wealth Management’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-2,235
Closed -$289K – 450
2018
Q4 		$289K Buy
+2,235
New +$289K 0.12% 201