Surevest’s Chubb CB Stock Holding History

Surevest’s Portfolio CB Stock Details CB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$2.37M	Buy
2022 Q2	$2.27M	Buy
2022 Q1	$1.83M	Buy
2021 Q4	$4K	Buy
2019 Q4	–	Sell
2019 Q3	$228K	Sell
2019 Q2	$314K	Sell
2019 Q1	$1.11M	Sell
2018 Q4	$1.27M	Buy