Carson Wealth (CWM LLC)’s SPX Corp SPXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $598K | Buy |
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|
2025
Q2 | $524K | Buy |
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|
2025
Q1 | $272K | Buy |
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|
2024
Q4 | $171K | Buy |
|
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|
2024
Q3 | $70K | Sell |
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|
2024
Q2 | $164K | Buy |
|
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|
2024
Q1 | $22K | Buy |
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|
2023
Q4 | $13K | Sell |
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|
2023
Q3 | $12K | Sell |
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|
2023
Q2 | $13K | Buy |
|
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|
2023
Q1 | $6K | Buy |
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|
2022
Q4 | $6K | Buy |
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|
2022
Q3 | $4K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $17K | Buy |
|