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Catalyst Wealth Management, LLC

SEC CIK
0001936191
Latest filing
Apr 11, 2023

CB holding history

Chubb Ltd in every 13F filed by Catalyst Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CB overviewAll 13F holders of CBFull Q1 2023 holdings

Shares (Q1 2023)
7,472
Value
$1.45M
% of portfolio
1.4%
Quarters held
2
Since Q4 2022
Holdings of CB by Catalyst Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20237,472$1.45M1.4%+538+7.8%AddedHolders
Q4 20226,934$1.53M1.4%–No prior filingHolders