Salem Investment Counselors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $280K | Sell |
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|
2025
Q2 | $314K | Buy |
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|
2025
Q1 | $301K | Buy |
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|
2024
Q4 | $277K | Sell |
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|
2024
Q3 | $290K | Buy |
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|
2024
Q2 | $248K | Sell |
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|
2024
Q1 | $265K | Buy |
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|
2023
Q4 | $245K | Hold |
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|
2023
Q3 | $204K | Hold |
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|
2023
Q2 | $223K | Sell |
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|
2023
Q1 | $212K | Hold |
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|
2022
Q4 | $206K | Hold |
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|
2022
Q3 | $187K | Sell |
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|
2022
Q2 | $223K | Buy |
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|
2022
Q1 | $228K | Buy |
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|
2021
Q4 | $236K | Buy |
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