Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Chubb CB Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-484
Closed -$101K – 99
2023
Q3 		$101K Buy
+484
New +$101K 0.02% 130