Salem Investment Counselors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $212K | Buy |
729
+51
| +8% | +$14.8K | 0.01% | 363 |
|
2025
Q1 | $205K | Buy |
678
+5
| +0.7% | +$1.52K | 0.01% | 354 |
|
2024
Q4 | $187K | Sell |
673
-100
| -13% | -$27.7K | 0.01% | 374 |
|
2024
Q3 | $224K | Hold |
773
| – | – | 0.01% | 353 |
|
2024
Q2 | $198K | Buy |
773
+240
| +45% | +$61.4K | 0.01% | 358 |
|
2024
Q1 | $139K | Buy |
533
+15
| +3% | +$3.9K | ﹤0.01% | 410 |
|
2023
Q4 | $118K | Hold |
518
| – | – | ﹤0.01% | 417 |
|
2023
Q3 | $108K | Hold |
518
| – | – | ﹤0.01% | 405 |
|
2023
Q2 | $100K | Sell |
518
-20
| -4% | -$3.87K | ﹤0.01% | 415 |
|
2023
Q1 | $105K | Buy |
538
+68
| +14% | +$13.3K | ﹤0.01% | 407 |
|
2022
Q4 | $104K | Hold |
470
| – | – | ﹤0.01% | 405 |
|
2022
Q3 | $86K | Hold |
470
| – | – | ﹤0.01% | 407 |
|
2022
Q2 | $93K | Buy |
470
+20
| +4% | +$3.96K | ﹤0.01% | 416 |
|
2022
Q1 | $96K | Sell |
450
-26
| -5% | -$5.55K | ﹤0.01% | 416 |
|
2021
Q4 | $92K | Buy |
476
+56
| +13% | +$10.8K | ﹤0.01% | 462 |
|
2021
Q3 | $73K | Hold |
420
| – | – | ﹤0.01% | 440 |
|
2021
Q2 | $67K | Hold |
420
| – | – | ﹤0.01% | 443 |
|
2021
Q1 | $66K | Sell |
420
-67
| -14% | -$10.5K | ﹤0.01% | 411 |
|
2020
Q4 | $75K | Buy |
487
+67
| +16% | +$10.3K | ﹤0.01% | 374 |
|
2020
Q3 | $49K | Sell |
420
-11
| -3% | -$1.28K | ﹤0.01% | 373 |
|
2020
Q2 | $55K | Hold |
431
| – | – | ﹤0.01% | 355 |
|
2020
Q1 | $48K | Sell |
431
-75
| -15% | -$8.35K | 0.01% | 349 |
|
2019
Q4 | $79K | Buy |
506
+417
| +469% | +$65.1K | 0.01% | 327 |
|
2019
Q3 | $14K | Hold |
89
| – | – | ﹤0.01% | 503 |
|
2019
Q2 | $13K | Buy |
+89
| New | +$13K | ﹤0.01% | 530 |
|