WWA
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Wingate Wealth Advisors’s Chubb CB Stock Holding History

Wingate Wealth Advisors’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-325
Closed -$89.8K – 148
2024
Q4 		$89.8K Buy
+325
New +$89.8K 0.09% 146