Salem Investment Counselors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Buy |
596
+3
| +0.5% | +$1.58K | 0.01% | 326 |
|
|
2025
Q1 | $301K | Buy |
593
+36
| +6% | +$18.3K | 0.01% | 314 |
|
|
2024
Q4 | $277K | Sell |
557
-5
| -0.9% | -$2.49K | 0.01% | 320 |
|
|
2024
Q3 | $290K | Buy |
562
+5
| +0.9% | +$2.58K | 0.01% | 321 |
|
|
2024
Q2 | $248K | Sell |
557
-66
| -11% | -$29.4K | 0.01% | 335 |
|
|
2024
Q1 | $265K | Buy |
623
+66
| +12% | +$28.1K | 0.01% | 322 |
|
|
2023
Q4 | $245K | Hold |
557
| – | – | 0.01% | 327 |
|
|
2023
Q3 | $204K | Hold |
557
| – | – | 0.01% | 335 |
|
|
2023
Q2 | $223K | Sell |
557
-57
| -9% | -$22.9K | 0.01% | 317 |
|
|
2023
Q1 | $212K | Hold |
614
| – | – | 0.01% | 328 |
|
|
2022
Q4 | $206K | Hold |
614
| – | – | 0.01% | 320 |
|
|
2022
Q3 | $187K | Sell |
614
-48
| -7% | -$14.6K | 0.01% | 312 |
|
|
2022
Q2 | $223K | Buy |
662
+105
| +19% | +$35.4K | 0.01% | 309 |
|
|
2022
Q1 | $228K | Buy |
557
+57
| +11% | +$23.3K | 0.01% | 325 |
|
|
2021
Q4 | $236K | Buy |
+500
| New | +$236K | 0.01% | 349 |
|