Salem Investment Counselors’s Workiva WK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.37K Sell
20
-15
-43% -$1.03K ﹤0.01% 1072
2025
Q1
$2.66K Hold
35
﹤0.01% 999
2024
Q4
$3.83K Hold
35
﹤0.01% 954
2024
Q3
$2.77K Buy
35
+20
+133% +$1.58K ﹤0.01% 995
2024
Q2
$1.1K Hold
15
﹤0.01% 1072
2024
Q1
$1.27K Buy
+15
New +$1.27K ﹤0.01% 1065