Salem Investment Counselors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-32
| Closed | -$13.1K | – | 1202 |
|
|
2024
Q2 | $13.1K | Hold |
32
| – | – | ﹤0.01% | 800 |
|
|
2024
Q1 | $14.5K | Hold |
32
| – | – | ﹤0.01% | 769 |
|
|
2023
Q4 | $15.3K | Sell |
32
-14
| -30% | -$6.68K | ﹤0.01% | 739 |
|
|
2023
Q3 | $20.1K | Hold |
46
| – | – | ﹤0.01% | 671 |
|
|
2023
Q2 | $18.4K | Hold |
46
| – | – | ﹤0.01% | 709 |
|
|
2023
Q1 | $19.1K | Hold |
46
| – | – | ﹤0.01% | 694 |
|
|
2022
Q4 | $18.5K | Hold |
46
| – | – | ﹤0.01% | 672 |
|
|
2022
Q3 | $18K | Hold |
46
| – | – | ﹤0.01% | 654 |
|
|
2022
Q2 | $18K | Hold |
46
| – | – | ﹤0.01% | 676 |
|
|
2022
Q1 | $20K | Sell |
46
-12
| -21% | -$5.22K | ﹤0.01% | 647 |
|
|
2021
Q4 | $28K | Buy |
58
+26
| +81% | +$12.6K | ﹤0.01% | 655 |
|
|
2021
Q3 | $13K | Hold |
32
| – | – | ﹤0.01% | 718 |
|
|
2021
Q2 | $11K | Hold |
32
| – | – | ﹤0.01% | 701 |
|
|
2021
Q1 | $10K | Hold |
32
| – | – | ﹤0.01% | 674 |
|
|
2020
Q4 | $11K | Buy |
+32
| New | +$11K | ﹤0.01% | 635 |
|