Focused Wealth Management’s Salisbury Bancorp, Inc. SAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,464
| Closed | -$153K | – | 1052 |
|
|
2023
Q2 | $153K | Hold |
6,464
| – | – | 0.03% | 161 |
|
|
2023
Q1 | $156K | Hold |
6,464
| – | – | 0.03% | 158 |
|
|
2022
Q4 | $203K | Hold |
6,464
| – | – | 0.04% | 135 |
|
|
2022
Q3 | $155K | Buy |
6,464
+500
| +8% | +$12K | 0.03% | 145 |
|
|
2022
Q2 | $141K | Hold |
5,964
| – | – | 0.03% | 157 |
|
|
2022
Q1 | $169K | Buy |
5,964
+80
| +1% | +$2.27K | 0.03% | 160 |
|
|
2021
Q4 | $162K | Hold |
5,884
| – | – | 0.03% | 206 |
|
|
2021
Q3 | $150K | Hold |
5,884
| – | – | 0.02% | 212 |
|
|
2021
Q2 | $149K | Hold |
5,884
| – | – | 0.02% | 218 |
|
|
2021
Q1 | $131K | Hold |
5,884
| – | – | 0.02% | 232 |
|
|
2020
Q4 | $110K | Hold |
5,884
| – | – | 0.02% | 244 |
|
|
2020
Q3 | $93K | Hold |
5,884
| – | – | 0.02% | 253 |
|
|
2020
Q2 | $121K | Hold |
5,884
| – | – | 0.03% | 195 |
|
|
2020
Q1 | $91K | Hold |
5,884
| – | – | 0.03% | 213 |
|
|
2019
Q4 | $134K | Buy |
5,884
+2,416
| +70% | +$55K | 0.03% | 221 |
|
|
2019
Q3 | $69K | Sell |
3,468
-2,416
| -41% | -$48.1K | 0.02% | 270 |
|
|
2019
Q2 | $115K | Hold |
5,884
| – | – | 0.03% | 220 |
|
|
2019
Q1 | $121K | Hold |
5,884
| – | – | 0.04% | 191 |
|
|
2018
Q4 | $106K | Buy |
5,884
+2,416
| +70% | +$43.5K | 0.04% | 215 |
|
|
2018
Q3 | $73K | Sell |
3,468
-2,416
| -41% | -$50.9K | 0.02% | 264 |
|
|
2018
Q2 | $125K | Hold |
5,884
| – | – | 0.04% | 205 |
|
|
2018
Q1 | $132K | Hold |
5,884
| – | – | 0.04% | 213 |
|
|
2017
Q4 | $131K | Sell |
5,884
-2,160
| -27% | -$48.1K | 0.04% | 203 |
|
|
2017
Q3 | $187K | Buy |
8,044
+2,160
| +37% | +$50.2K | 0.06% | 124 |
|
|
2017
Q2 | $121K | Hold |
5,884
| – | – | 0.05% | 201 |
|
|
2017
Q1 | $114K | Hold |
5,884
| – | – | 0.04% | 204 |
|
|
2016
Q4 | $110K | Hold |
5,884
| – | – | 0.05% | 211 |
|
|
2016
Q3 | $91K | Hold |
5,884
| – | – | 0.04% | 211 |
|
|
2016
Q2 | $88K | Hold |
5,884
| – | – | 0.04% | 213 |
|
|
2016
Q1 | $94K | Hold |
5,884
| – | – | 0.05% | 142 |
|
|
2015
Q4 | $98K | Hold |
5,884
| – | – | 0.06% | 151 |
|
|
2015
Q3 | $85K | Hold |
5,884
| – | – | 0.05% | 146 |
|
|
2015
Q2 | $88K | Buy |
5,884
+1,890
| +47% | +$28.3K | 0.05% | 151 |
|
|
2015
Q1 | $59K | Buy |
3,994
+3,468
| +659% | +$51.2K | 0.04% | 181 |
|
|
2014
Q4 | $7K | Buy |
+526
| New | +$7K | 0.01% | 473 |
|