Samalin Investment Counsel, LLC Closed Holding Positions

Samalin Investment Counsel, LLC

  • $222 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
NKLA
Nikola Corp

Industrials
Q2 2022 Filed on Aug 15, 2022
300
$4.72 - $10.53 $1.42K - $3.16K
VRT
Vertiv Holdings CO

Industrials
Q2 2022 Filed on Aug 15, 2022
875
$8.22 - $14.58 $7.19K - $12.8K
WELL
Welltower Inc.

Real Estate
Q2 2022 Filed on Aug 15, 2022
1,474
$77.45 - $97.82 $114K - $144K
AMD
Advanced Micro Devices Inc

Technology
Q2 2022 Filed on Aug 15, 2022
340
$76.47 - $110.53 $26K - $37.6K
ALE
Allete Inc

Utilities
Q2 2022 Filed on Aug 15, 2022
1,200
$56.8 - $65.33 $68.2K - $78.4K
UHAL
Amerco

Industrials
Q2 2022 Filed on Aug 15, 2022
10
$451.67 - $584.21 $4.52K - $5.84K
ATO
Atmos Energy Corp

Utilities
Q2 2022 Filed on Aug 15, 2022
1,000
$103.51 - $122.69 $104K - $123K
DTE
Dte Energy CO

Utilities
Q2 2022 Filed on Aug 15, 2022
350
$115.72 - $139.12 $40.5K - $48.7K
DAL
Delta Air Lines, Inc.

Industrials
Q2 2022 Filed on Aug 15, 2022
15
$28.97 - $44.73 $435 - $671
FDMO
Fidelity Covington Tr Momentum

ETFs
Q2 2022 Filed on Aug 15, 2022
372
$40.36 - $51.51 $15K - $19.2K
FDRR
Fidelity Covington Tr Divid Et

ETFs
Q2 2022 Filed on Aug 15, 2022
593
$37.57 - $44.76 $22.3K - $26.5K
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
Q2 2022 Filed on Aug 15, 2022
200
$48.15 - $49.69 $9.63K - $9.94K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
Q2 2022 Filed on Aug 15, 2022
269
$90.98 - $107.0 $24.5K - $28.8K
AGZ
Ishares Agency Bond ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
100
$107.21 - $111.93 $10.7K - $11.2K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
Q2 2022 Filed on Aug 15, 2022
590
$48.34 - $58.27 $28.5K - $34.4K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q2 2022 Filed on Aug 15, 2022
390
$40.48 - $47.83 $15.8K - $18.7K
NIO
Nio Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
5,972
$12.71 - $24.08 $75.9K - $144K
OXYWS
Occidental Pete Corp Wt Exp 08
Q2 2022 Filed on Aug 15, 2022
40
N/A
OTIS
Otis Worldwide Corp

Industrials
Q2 2022 Filed on Aug 15, 2022
70
$67.88 - $77.54 $4.75K - $5.43K
PLTR
Palantir Technologies Inc.

Technology
Q2 2022 Filed on Aug 15, 2022
6,520
$6.71 - $14.63 $43.7K - $95.4K
PK
Park Hotels & Resorts Inc.

Real Estate
Q2 2022 Filed on Aug 15, 2022
7,650
$13.49 - $20.43 $103K - $156K
PBYI
Puma Biotechnology, Inc.

Healthcare
Q2 2022 Filed on Aug 15, 2022
1,000
$1.64 - $3.3 $1.64K - $3.3K
RTX
Raytheon Technologies Corp

Industrials
Q2 2022 Filed on Aug 15, 2022
459
$88.88 - $104.97 $40.8K - $48.2K
SAR
Saratoga Investment Corp.

Financial Services
Q2 2022 Filed on Aug 15, 2022
4,345
$22.7 - $28.26 $98.6K - $123K
SCHW
Schwab Charles Corp

Financial Services
Q2 2022 Filed on Aug 15, 2022
308
$59.99 - $83.83 $18.5K - $25.8K
SCI
Service Corp International

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
301
$63.54 - $71.71 $19.1K - $21.6K
LUV
Southwest Airlines CO

Industrials
Q2 2022 Filed on Aug 15, 2022
702
$34.98 - $48.38 $24.6K - $34K
STT
State Street Corp

Financial Services
Q2 2022 Filed on Aug 15, 2022
1,416
$61.65 - $85.84 $87.3K - $122K
STOR
Store Capital Corp

Real Estate
Q2 2022 Filed on Aug 15, 2022
1,149
$24.79 - $30.66 $28.5K - $35.2K
MBB
Ishares Tr

ETFs
Q2 2022 Filed on Aug 15, 2022
46
$94.4 - $101.46 $4.34K - $4.67K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q2 2022 Filed on Aug 15, 2022
81
$116.23 - $121.42 $9.41K - $9.84K
GENE
Genetic Technologies LTD

Healthcare
Q2 2022 Filed on Aug 15, 2022
3,000
$0.0 - $0.01 $0 - $30
ICVT
Ishares Tr Convertible Bond Et

ETFs
Q2 2022 Filed on Aug 15, 2022
151
$68.08 - $84.61 $10.3K - $12.8K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q2 2022 Filed on Aug 15, 2022
27
$99.0 - $100.08 $2.67K - $2.7K
QS
Quantum Scape Corp

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
1,585
$8.39 - $21.58 $13.3K - $34.2K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q2 2022 Filed on Aug 15, 2022
480
$28.57 - $34.74 $13.7K - $16.7K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
Q2 2022 Filed on Aug 15, 2022
1,218
$35.93 - $42.52 $43.8K - $51.8K
SLY
Spdr S&P 600 Small Cap ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
100
N/A
XLP
Consumer Staples Sector Spdr

ETFs
Q2 2022 Filed on Aug 15, 2022
429
N/A
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
Q2 2022 Filed on Aug 15, 2022
2,111
$10.2 - $14.25 $21.5K - $30.1K
VIV
Telefonica Brasil S.A.

Communication Services
Q2 2022 Filed on Aug 15, 2022
2,799
$8.8 - $11.69 $24.6K - $32.7K
USO
United States Oil Fund, LP

ETFs
Q2 2022 Filed on Aug 15, 2022
225
$72.3 - $91.99 $16.3K - $20.7K
VTRS
Viatris Inc

Healthcare
Q2 2022 Filed on Aug 15, 2022
1,617
$9.95 - $12.27 $16.1K - $19.8K
VGI
Virtus Global Multi Sector Income Fund

Financial Services
Q2 2022 Filed on Aug 15, 2022
22
$7.99 - $10.07 $176 - $222
ES
Eversource Energy

Utilities
Q2 2022 Filed on Aug 15, 2022
700
$77.98 - $93.3 $54.6K - $65.3K
ETR
Entergy Corp

Utilities
Q2 2022 Filed on Aug 15, 2022
900
$102.46 - $125.84 $92.2K - $113K
VEGN
ETF Ser Solutions Us Vegan Cli

ETFs
Q2 2022 Filed on Aug 15, 2022
431
$30.89 - $40.42 $13.3K - $17.4K
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q2 2022 Filed on Aug 15, 2022
225
$38.3 - $43.06 $8.62K - $9.69K
KMT
Kennametal Inc

Industrials
Q2 2022 Filed on Aug 15, 2022
1,000
$22.14 - $28.61 $22.1K - $28.6K
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