Salem Investment Counselors’s Renaissance IPO ETF IPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-25
| Closed | -$818 | – | 1142 |
|
|
2023
Q2 | $818 | Buy |
+25
| New | +$818 | ﹤0.01% | 1072 |
|
|
2022
Q3 | – | Sell |
-100
| Closed | -$3K | – | 1075 |
|
|
2022
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 938 |
|
|
2022
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 870 |
|
|
2021
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 905 |
|
|
2021
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 825 |
|
|
2021
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 759 |
|
|
2021
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 742 |
|
|
2020
Q4 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 688 |
|