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Optimize Financial’s Chubb CB Stock Holding History

Optimize Financial’s Portfolio CB Stock Details CB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,118
Closed -$309K – 234
2024
Q4 		$309K Buy
+1,118
New +$309K 0.23% 136