Plante Moran Financial Advisors’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 |
-4,016
| Closed | -$95.1K | – | 898 |
|
|
2023
Q2 | $95.1K | Hold |
4,016
| – | – | 0.01% | 236 |
|
|
2023
Q1 | $96.8K | Hold |
4,016
| – | – | 0.01% | 233 |
|
|
2022
Q4 | $126K | Hold |
4,016
| – | – | 0.02% | 204 |
|
|
2022
Q3 | $96K | Sell |
4,016
-4,016
| -50% | -$96K | 0.02% | 220 |
|
|
2022
Q2 | $95K | Buy |
8,032
+4,016
| +100% | +$47.5K | 0.02% | 220 |
|
|
2022
Q1 | $114K | Hold |
4,016
| – | – | 0.02% | 212 |
|
|
2021
Q4 | $110K | Sell |
4,016
-720
| -15% | -$19.7K | 0.02% | 235 |
|
|
2021
Q3 | $120K | Sell |
4,736
-360
| -7% | -$9.12K | 0.03% | 243 |
|
|
2021
Q2 | $129K | Sell |
5,096
-360
| -7% | -$9.11K | 0.03% | 221 |
|
|
2021
Q1 | $121K | Sell |
5,456
-360
| -6% | -$7.98K | 0.03% | 225 |
|
|
2020
Q4 | $108K | Hold |
5,816
| – | – | 0.03% | 240 |
|
|
2020
Q3 | $92K | Sell |
5,816
-620
| -10% | -$9.81K | 0.03% | 247 |
|
|
2020
Q2 | $132K | Hold |
6,436
| – | – | 0.05% | 178 |
|
|
2020
Q1 | $100K | Hold |
6,436
| – | – | 0.05% | 189 |
|
|
2019
Q4 | $147K | Hold |
6,436
| – | – | 0.05% | 193 |
|
|
2019
Q3 | $126K | Hold |
6,436
| – | – | 0.04% | 216 |
|
|
2019
Q2 | $126K | Hold |
6,436
| – | – | 0.04% | 197 |
|
|
2019
Q1 | $133K | Sell |
6,436
-3,000
| -32% | -$62K | 0.04% | 195 |
|
|
2018
Q4 | $171K | Hold |
9,436
| – | – | 0.06% | 148 |
|
|
2018
Q3 | $198K | Sell |
9,436
-700
| -7% | -$14.7K | 0.06% | 151 |
|
|
2018
Q2 | $227K | Sell |
10,136
-700
| -6% | -$15.7K | 0.12% | 144 |
|
|
2018
Q1 | $244K | Hold |
10,836
| – | – | 0.13% | 122 |
|
|
2017
Q4 | $242K | Hold |
10,836
| – | – | 0.13% | 119 |
|
|
2017
Q3 | $252K | Hold |
10,836
| – | – | 0.15% | 107 |
|
|
2017
Q2 | $222K | Hold |
10,836
| – | – | 0.14% | 117 |
|
|
2017
Q1 | $210K | Hold |
10,836
| – | – | 0.13% | 122 |
|
|
2016
Q4 | $203K | Hold |
10,836
| – | – | 0.13% | 121 |
|
|
2016
Q3 | $168K | Hold |
10,836
| – | – | 0.11% | 135 |
|
|
2016
Q2 | $161K | Hold |
10,836
| – | – | 0.12% | 135 |
|
|
2016
Q1 | $172K | Hold |
10,836
| – | – | 0.13% | 123 |
|
|
2015
Q4 | $181K | Hold |
10,836
| – | – | 0.14% | 118 |
|
|
2015
Q3 | $157K | Hold |
10,836
| – | – | 0.12% | 130 |
|
|
2015
Q2 | $163K | Hold |
10,836
| – | – | 0.12% | 133 |
|
|
2015
Q1 | $161K | Hold |
10,836
| – | – | 0.11% | 135 |
|
|
2014
Q4 | $148K | Buy |
+10,836
| New | +$148K | 0.11% | 134 |
|