Salem Investment Counselors’s i3 Verticals IIIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.6K | Hold |
1,950
| – | – | ﹤0.01% | 573 |
|
|
2025
Q1 | $48.1K | Hold |
1,950
| – | – | ﹤0.01% | 577 |
|
|
2024
Q4 | $44.9K | Hold |
1,950
| – | – | ﹤0.01% | 596 |
|
|
2024
Q3 | $41.6K | Hold |
1,950
| – | – | ﹤0.01% | 620 |
|
|
2024
Q2 | $43.1K | Hold |
1,950
| – | – | ﹤0.01% | 593 |
|
|
2024
Q1 | $44.6K | Hold |
1,950
| – | – | ﹤0.01% | 574 |
|
|
2023
Q4 | $41.3K | Hold |
1,950
| – | – | ﹤0.01% | 581 |
|
|
2023
Q3 | $41.2K | Hold |
1,950
| – | – | ﹤0.01% | 552 |
|
|
2023
Q2 | $44.6K | Hold |
1,950
| – | – | ﹤0.01% | 539 |
|
|
2023
Q1 | $47.8K | Hold |
1,950
| – | – | ﹤0.01% | 530 |
|
|
2022
Q4 | $47.5K | Hold |
1,950
| – | – | ﹤0.01% | 526 |
|
|
2022
Q3 | $39K | Hold |
1,950
| – | – | ﹤0.01% | 518 |
|
|
2022
Q2 | $49K | Hold |
1,950
| – | – | ﹤0.01% | 505 |
|
|
2022
Q1 | $54K | Hold |
1,950
| – | – | ﹤0.01% | 495 |
|
|
2021
Q4 | $44K | Buy |
+1,950
| New | +$44K | ﹤0.01% | 580 |
|