TrinityPoint Wealth’s Chubb CB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$2.44M	Buy	8,834 +8,046	+1,021%	+$2.22M	0.34%	70
2024 Q3	$227K	Buy	+788	New	+$227K	0.03%	300
2024 Q2	–	Sell	-781	Closed	-$202K	–	313
2024 Q1	$202K	Buy	+781	New	+$202K	0.03%	299