Salem Investment Counselors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $54.9K | Hold |
225
| – | – | ﹤0.01% | 566 |
|
2025
Q1 | $54.8K | Hold |
225
| – | – | ﹤0.01% | 560 |
|
2024
Q4 | $51.1K | Buy |
225
+150
| +200% | +$34K | ﹤0.01% | 577 |
|
2024
Q3 | $16.2K | Hold |
75
| – | – | ﹤0.01% | 778 |
|
2024
Q2 | $14.8K | Hold |
75
| – | – | ﹤0.01% | 777 |
|
2024
Q1 | $15.4K | Hold |
75
| – | – | ﹤0.01% | 761 |
|
2023
Q4 | $15.5K | Hold |
75
| – | – | ﹤0.01% | 736 |
|
2023
Q3 | $13.5K | Hold |
75
| – | – | ﹤0.01% | 738 |
|
2023
Q2 | $12.5K | Hold |
75
| – | – | ﹤0.01% | 790 |
|
2023
Q1 | $11K | Sell |
75
-150
| -67% | -$22.1K | ﹤0.01% | 797 |
|
2022
Q4 | $30.2K | Hold |
225
| – | – | ﹤0.01% | 595 |
|
2022
Q3 | $33K | Hold |
225
| – | – | ﹤0.01% | 544 |
|
2022
Q2 | $32K | Hold |
225
| – | – | ﹤0.01% | 581 |
|
2022
Q1 | $35K | Hold |
225
| – | – | ﹤0.01% | 566 |
|
2021
Q4 | $41K | Hold |
225
| – | – | ﹤0.01% | 588 |
|
2021
Q3 | $37K | Hold |
225
| – | – | ﹤0.01% | 534 |
|
2021
Q2 | $36K | Hold |
225
| – | – | ﹤0.01% | 535 |
|
2021
Q1 | $34K | Hold |
225
| – | – | ﹤0.01% | 508 |
|
2020
Q4 | $34K | Hold |
225
| – | – | ﹤0.01% | 496 |
|
2020
Q3 | $30K | Buy |
225
+75
| +50% | +$10K | ﹤0.01% | 441 |
|
2020
Q2 | $19K | Hold |
150
| – | – | ﹤0.01% | 492 |
|
2020
Q1 | $14K | Hold |
150
| – | – | ﹤0.01% | 489 |
|
2019
Q4 | $19K | Hold |
150
| – | – | ﹤0.01% | 494 |
|
2019
Q3 | $19K | Hold |
150
| – | – | ﹤0.01% | 466 |
|
2019
Q2 | $19K | Hold |
150
| – | – | ﹤0.01% | 489 |
|
2019
Q1 | $20K | Buy |
+150
| New | +$20K | ﹤0.01% | 366 |
|
2018
Q4 | – | Sell |
-150
| Closed | -$20K | – | 204 |
|
2018
Q3 | $20K | Hold |
150
| – | – | ﹤0.01% | 366 |
|
2018
Q2 | $17K | Hold |
150
| – | – | ﹤0.01% | 390 |
|
2018
Q1 | $16K | Hold |
150
| – | – | ﹤0.01% | 410 |
|
2017
Q4 | $14K | Hold |
150
| – | – | ﹤0.01% | 425 |
|
2017
Q3 | $12K | Hold |
150
| – | – | ﹤0.01% | 437 |
|
2017
Q2 | $11K | Hold |
150
| – | – | ﹤0.01% | 462 |
|
2017
Q1 | $10K | Hold |
150
| – | – | ﹤0.01% | 526 |
|
2016
Q4 | $10K | Hold |
150
| – | – | ﹤0.01% | 494 |
|
2016
Q3 | $102 | Buy |
+150
| New | +$102 | ﹤0.01% | 418 |
|