Samalin Investment Counsel, LLC Closed Holding Positions

Samalin Investment Counsel, LLC

  • $223 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VPV
Invesco Pennsylvania Value Municipal Income Trust

Financial Services
Q2 2022 Filed on Aug 15, 2022
1,404
$10.01 - $11.63 $14.1K - $16.3K
IQV
Iqvia Holdings Inc.

Healthcare
Q2 2022 Filed on Aug 15, 2022
19
$196.45 - $252.29 $3.73K - $4.79K
IYY
Ishares Tr

ETFs
Q2 2022 Filed on Aug 15, 2022
560
$89.32 - $112.61 $50K - $63.1K
IYM
Ishares Tr

ETFs
Q2 2022 Filed on Aug 15, 2022
535
$117.72 - $154.02 $63K - $82.4K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q2 2022 Filed on Aug 15, 2022
473
$66.73 - $79.1 $31.6K - $37.4K
IEV
Ishares Tr Europe ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
350
$42.03 - $50.81 $14.7K - $17.8K
IXG
Ishares Global Fin'L ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
445
$64.68 - $79.93 $28.8K - $35.6K
IXJ
Ishares Global Healthcare ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
850
$75.99 - $91.39 $64.6K - $77.7K
EWH
Ishares Msci Hong Kong ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
3,247
$20.51 - $23.09 $66.6K - $75K
EWJ
Ishares Msci Japan ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
307
$52.06 - $62.43 $16K - $19.2K
GHYG
Ishares Incus & Intl High Yiel

ETFs
Q2 2022 Filed on Aug 15, 2022
1,036
$40.63 - $46.28 $42.1K - $47.9K
RPG
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Aug 15, 2022
310
$28.51 - $37.1 $8.84K - $11.5K
RYU
Invesco S&P 500 Equal Weight U

ETFs
Q2 2022 Filed on Aug 15, 2022
219
$105.76 - $126.08 $23.2K - $27.6K
GM
General Motors CO

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
3,192
$31.42 - $43.18 $100K - $138K
GILD
Gilead Sciences, Inc.

Healthcare
Q2 2022 Filed on Aug 15, 2022
708
$57.72 - $65.01 $40.9K - $46K
GSK
Gsk PLC

Healthcare
Q2 2022 Filed on Aug 15, 2022
3,329
$42.05 - $47.77 $140K - $159K
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
Q2 2022 Filed on Aug 15, 2022
1,200
$17.01 - $20.29 $20.4K - $24.3K
HSY
Hershey CO

Consumer Defensive
Q2 2022 Filed on Aug 15, 2022
401
$202.26 - $229.68 $81.1K - $92.1K
HPQ
Hp Inc

Technology
Q2 2022 Filed on Aug 15, 2022
288
$32.71 - $40.34 $9.42K - $11.6K
HSBC
Hsbc Holdings PLC

Financial Services
Q2 2022 Filed on Aug 15, 2022
3,357
$29.55 - $34.97 $99.2K - $117K
ILMN
Illumina, Inc.

Healthcare
Q2 2022 Filed on Aug 15, 2022
289
$181.58 - $368.0 $52.5K - $106K
ROOF
Indexiq ETF Trust Iq Cbre Next
Q2 2022 Filed on Aug 15, 2022
1,329
N/A
IFN
India Fund Inc

Financial Services
Q2 2022 Filed on Aug 15, 2022
6,383
$15.77 - $20.13 $101K - $128K
ICPT
Intercept Pharmaceuticals, Inc.

Healthcare
Q2 2022 Filed on Aug 15, 2022
25
$11.23 - $19.59 $281 - $490
ICE
Intercontinental Exchange, Inc.

Financial Services
Q2 2022 Filed on Aug 15, 2022
90
$90.33 - $132.7 $8.13K - $11.9K
IBM
International Business Machines Corp

Technology
Q2 2022 Filed on Aug 15, 2022
298
$125.98 - $142.88 $37.5K - $42.6K
EWW
Ishares Inc Msci Mexico ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
200
$45.27 - $55.36 $9.05K - $11.1K
MUB
Ishares National Muni Bond ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
750
$104.73 - $109.51 $78.5K - $82.1K
IWB
Ishares Tr Russell 1000 ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
712
$201.03 - $253.2 $143K - $180K
IDU
Ishares Tr U S Utils ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
1,203
$78.85 - $93.89 $94.9K - $113K
K
Kellogg CO

Consumer Defensive
Q2 2022 Filed on Aug 15, 2022
283
$65.31 - $74.53 $18.5K - $21.1K
KEYS
Keysight Technologies, Inc.

Technology
Q2 2022 Filed on Aug 15, 2022
35
$130.61 - $159.59 $4.57K - $5.59K
KMI
Kinder Morgan, Inc.

Energy
Q2 2022 Filed on Aug 15, 2022
599
$16.05 - $20.14 $9.61K - $12.1K
KHC
Kraft Heinz CO

Consumer Defensive
Q2 2022 Filed on Aug 15, 2022
422
$35.58 - $44.29 $15K - $18.7K
LGI
Lazard Global Total Return & Income Fund Inc

Financial Services
Q2 2022 Filed on Aug 15, 2022
5,266
$14.13 - $18.25 $74.4K - $96.1K
LAZ
Lazard LTD

Financial Services
Q2 2022 Filed on Aug 15, 2022
755
$31.06 - $36.47 $23.5K - $27.5K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
Q2 2022 Filed on Aug 15, 2022
4,484
$15.38 - $19.65 $69K - $88.1K
LMT
Lockheed Martin Corp

Industrials
Q2 2022 Filed on Aug 15, 2022
369
$404.01 - $469.19 $149K - $173K
LOW
Lowes Companies Inc

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
56
$171.61 - $208.74 $9.61K - $11.7K
MFC
Manulife Financial Corp

Financial Services
Q2 2022 Filed on Aug 15, 2022
162
$16.49 - $21.47 $2.67K - $3.48K
MPC
Marathon Petroleum Corp

Energy
Q2 2022 Filed on Aug 15, 2022
10
$82.21 - $113.65 $822 - $1.14K
MAR
Marriott International Inc

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
435
$133.06 - $190.3 $57.9K - $82.8K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
44
$113.3 - $158.47 $4.99K - $6.97K
IYH
Ishares Tr

ETFs
Q2 2022 Filed on Aug 15, 2022
474
$249.77 - $300.0 $118K - $142K
IYF
Ishares Tr

ETFs
Q2 2022 Filed on Aug 15, 2022
250
$67.96 - $84.37 $17K - $21.1K
IWN
Ishares Russell2000 Val ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
122
$134.47 - $162.71 $16.4K - $19.9K
IWV
Ishares Russell 3000 ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
340
$210.65 - $265.31 $71.6K - $90.2K
OEF
Ishares S&P 100 ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
120
$166.91 - $211.14 $20K - $25.3K
SUB
Ishares Short Term National Mu

ETFs
Q2 2022 Filed on Aug 15, 2022
100
$103.31 - $104.87 $10.3K - $10.5K
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