Cerity Partners OCIO’s SPX Corp SPXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-37,296
| Closed | -$680K | – | 227 |
|
|
2015
Q2 | $680K | Buy |
37,296
+2,327
| +7% | +$42.4K | 0.07% | 116 |
|
|
2015
Q1 | $748K | Buy |
34,969
+21,757
| +165% | +$465K | 0.08% | 102 |
|
|
2014
Q4 | $247K | Sell |
13,212
-12,866
| -49% | -$241K | 0.03% | 161 |
|
|
2014
Q3 | $617K | Buy |
+26,078
| New | +$617K | 0.08% | 101 |
|