SPWM
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Spartan Planning & Wealth Management’s Chubb CB Stock Holding History

Spartan Planning & Wealth Management’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-14
Closed -$3K – 79
2022
Q2 		$3K Sell
14
-14
-50% -$3K ﹤0.01% 77
2022
Q1 		$6K Buy
+28
New +$6K 0.01% 118