Meredith Wealth Planning’s Chubb CB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,438	Closed	-$279K	–	47
2023 Q1	$279K	Sell	1,438 -90	-6%	-$17.5K	0.22%	40
2022 Q4	$337K	Buy	+1,528	New	+$337K	0.29%	34