AE Wealth Management’s SPX Corp SPXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Sell |
1,846
-242
| -12% | -$40.6K | ﹤0.01% | 1111 |
|
|
2025
Q1 | $269K | Sell |
2,088
-133
| -6% | -$17.1K | ﹤0.01% | 1135 |
|
|
2024
Q4 | $323K | Buy |
+2,221
| New | +$323K | ﹤0.01% | 1069 |
|
|
2024
Q1 | – | Sell |
-4,587
| Closed | -$474K | – | 1864 |
|
|
2023
Q4 | $474K | Sell |
4,587
-117
| -2% | -$12.1K | ﹤0.01% | 1463 |
|
|
2023
Q3 | $383K | Sell |
4,704
-1,846
| -28% | -$150K | ﹤0.01% | 1503 |
|
|
2023
Q2 | $557K | Buy |
+6,550
| New | +$557K | ﹤0.01% | 1328 |
|