Carson Wealth (CWM LLC)’s SPX Corp SPXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $524K | Buy |
3,125
+1,011
| +48% | +$170K | ﹤0.01% | 1564 |
|
|
2025
Q1 | $272K | Buy |
2,114
+941
| +80% | +$121K | ﹤0.01% | 1726 |
|
|
2024
Q4 | $171K | Buy |
1,173
+733
| +167% | +$107K | ﹤0.01% | 1933 |
|
|
2024
Q3 | $70K | Sell |
440
-713
| -62% | -$113K | ﹤0.01% | 2439 |
|
|
2024
Q2 | $164K | Buy |
1,153
+975
| +548% | +$139K | ﹤0.01% | 1692 |
|
|
2024
Q1 | $22K | Buy |
178
+52
| +41% | +$6.43K | ﹤0.01% | 2841 |
|
|
2023
Q4 | $13K | Sell |
126
-19
| -13% | -$1.96K | ﹤0.01% | 3047 |
|
|
2023
Q3 | $12K | Sell |
145
-6
| -4% | -$497 | ﹤0.01% | 3054 |
|
|
2023
Q2 | $13K | Buy |
151
+59
| +64% | +$5.08K | ﹤0.01% | 2934 |
|
|
2023
Q1 | $6K | Buy |
92
+2
| +2% | +$130 | ﹤0.01% | 3236 |
|
|
2022
Q4 | $6K | Buy |
90
+23
| +34% | +$1.53K | ﹤0.01% | 3109 |
|
|
2022
Q3 | $4K | Buy |
+67
| New | +$4K | ﹤0.01% | 3213 |
|
|
2022
Q2 | – | Sell |
-353
| Closed | -$17K | – | 4057 |
|
|
2022
Q1 | $17K | Buy |
+353
| New | +$17K | ﹤0.01% | 2190 |
|