Lumature Wealth Partners’s Chubb CB Stock Holding History

Lumature Wealth Partners’s Portfolio CB Stock Details CB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$250K	Sell
2023 Q1	$253K	Sell
2022 Q4	$294K	Sell
2022 Q3	$249K	Buy
2022 Q2	$256K	Sell
2022 Q1	$341K	Buy
2021 Q4	$94K	Buy
2021 Q3	$84K	Buy
2021 Q2	$73K	Buy
2021 Q1	$56K	Buy