Second Half Financial Partners’s Chubb CB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-11,037	Closed	-$2.82M	–	94
2024 Q2	$2.82M	Sell	11,037 -259	-2%	-$66.1K	2.25%	14
2024 Q1	$2.93M	Buy	+11,296	New	+$2.93M	1.3%	28