RFG - Bristol Wealth Advisors’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$347K Buy
1,198
+1
+0.1% +$290 0.11% 129
2025
Q1
$361K Buy
1,197
+1
+0.1% +$302 0.12% 122
2024
Q4
$330K Buy
+1,196
New +$330K 0.11% 117