Summit Wealth Group’s Chubb CB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-36,117	Closed	–	–	103
2023 Q1	$0	Buy	+36,117	New	–	﹤0.01%	168
2021 Q3	–	Sell	-216	Closed	-$34K	–	70
2021 Q2	$34K	Hold	216	–	–	0.05%	60
2021 Q1	$34K	Buy	+216	New	+$34K	0.05%	57