Salem Investment Counselors’s UBS Group UBS Stock Holding History

Salem Investment Counselors’s Portfolio UBS Stock Details UBS Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$11.1K	Hold
2025 Q2	$9.13K	Hold
2025 Q1	$8.27K	Hold
2024 Q4	$8.19K	Hold
2024 Q3	$8.35K	Sell
2024 Q2	$9.28K	Hold
2024 Q1	$9.65K	Buy
2017 Q1	–	Sell
2016 Q4	$5K	Buy