Sugarloaf Wealth Management’s Chubb CB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$30.1K	Hold	109	–	–	0.01%	356
2024 Q3	$31.4K	Hold	109	–	–	0.01%	358
2024 Q2	$27.8K	Hold	109	–	–	0.01%	356
2024 Q1	$28.2K	Hold	109	–	–	0.01%	362
2023 Q4	$24.6K	Hold	109	–	–	0.01%	368
2023 Q3	$22.7K	Hold	109	–	–	0.01%	370
2023 Q2	$21K	Hold	109	–	–	﹤0.01%	380
2023 Q1	$21.2K	Hold	109	–	–	0.01%	385
2022 Q4	$24K	Hold	109	–	–	0.01%	383
2022 Q3	$20K	Hold	109	–	–	0.01%	419
2022 Q2	$2K	Hold	109	–	–	﹤0.01%	680
2022 Q1	$23K	Hold	109	–	–	0.01%	382
2021 Q4	$21K	Hold	109	–	–	0.01%	414
2021 Q3	$19K	Hold	109	–	–	0.01%	425
2021 Q2	$17K	Hold	109	–	–	﹤0.01%	433
2021 Q1	$17	Hold	109	–	–	0.01%	433
2020 Q4	$17K	Sell	109 -33	-23%	-$5.15K	0.01%	403
2020 Q3	$17K	Hold	142	–	–	0.01%	380
2020 Q2	$18K	Hold	142	–	–	0.01%	366
2020 Q1	$16K	Hold	142	–	–	0.01%	363
2019 Q4	$22K	Buy	+142	New	+$22K	0.01%	356