Sendero Wealth Management’s Chubb CB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,642	Closed	-$323K	–	99
2022 Q2	$323K	Sell	1,642 -30	-2%	-$5.9K	0.31%	73
2022 Q1	$358K	Sell	1,672 -1,948	-54%	-$417K	0.17%	65
2021 Q4	$700K	Buy	+3,620	New	+$700K	0.31%	44