Sterling Financial Planning’s Chubb CB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-516	Closed	-$90K	–	149
2021 Q3	$90K	Hold	516	–	–	0.06%	135
2021 Q2	$82K	Hold	516	–	–	0.05%	131
2021 Q1	$82K	Hold	516	–	–	0.06%	117
2020 Q4	$79K	Buy	+516	New	+$79K	0.06%	116