Salem Investment Counselors’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $421K | Buy |
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|
2025
Q2 | $249K | Buy |
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|
2025
Q1 | $128K | Sell |
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|
2024
Q4 | $338K | Sell |
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|
2024
Q3 | $372K | Buy |
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|
2024
Q2 | $305K | Sell |
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|
2024
Q1 | $438K | Sell |
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|
2023
Q4 | $489K | Sell |
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|
2023
Q3 | $318K | Sell |
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|
2023
Q2 | $550K | Sell |
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|
2023
Q1 | $1.12M | Buy |
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|
2022
Q4 | $1.03M | Sell |
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|
2022
Q3 | $977K | Sell |
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|
2022
Q2 | $1.14M | Sell |
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|
2022
Q1 | $2.56M | Buy |
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|
2021
Q4 | $2.83M | Buy |
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|
2021
Q3 | $3.96M | Buy |
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|
2021
Q2 | $3.6M | Buy |
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|
2021
Q1 | $2.58M | Buy |
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|
2020
Q4 | $2.07M | Buy |
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|
2020
Q3 | $1.45M | Buy |
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|
2020
Q2 | $902K | Buy |
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|
2020
Q1 | $430K | Buy |
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|
2019
Q4 | $369K | Sell |
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|
2019
Q3 | $560K | Buy |
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|
2019
Q2 | $620K | Buy |
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|
2019
Q1 | $126K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $126K | Buy |
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|
2018
Q2 | $62K | Hold |
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|
2018
Q1 | $47K | Hold |
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|
2017
Q4 | $35K | Hold |
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|
2017
Q3 | $29K | Hold |
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|
2017
Q2 | $23K | Hold |
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|
2017
Q1 | $17K | Hold |
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|
2016
Q4 | $14K | Buy |
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