IWA
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Invera Wealth Advisors’s Chubb CB Stock Holding History

Invera Wealth Advisors’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,936
Closed -$966K – 57
2024
Q1 		$966K Sell
3,936
-193
-5% -$47.4K 0.82% 40
2023
Q4 		$933K Buy
+4,129
New +$933K 0.58% 60