Cerity Partners’s SPX Corp SPXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.97M | Sell |
59,445
-2,874
| -5% | -$482K | 0.02% | 542 |
|
|
2025
Q1 | $8.03M | Sell |
62,319
-3,620
| -5% | -$466K | 0.02% | 564 |
|
|
2024
Q4 | $9.61M | Buy |
65,939
+62,505
| +1,820% | +$9.11M | 0.02% | 488 |
|
|
2024
Q3 | $548K | Buy |
3,434
+1,041
| +44% | +$166K | ﹤0.01% | 1730 |
|
|
2024
Q2 | $340K | Sell |
2,393
-865
| -27% | -$123K | ﹤0.01% | 1750 |
|
|
2024
Q1 | $401K | Buy |
3,258
+1,237
| +61% | +$152K | ﹤0.01% | 1714 |
|
|
2023
Q4 | $204K | Buy |
+2,021
| New | +$204K | ﹤0.01% | 1715 |
|
|
2023
Q2 | – | Sell |
-357
| Closed | -$615K | – | 1924 |
|
|
2023
Q1 | $615K | Buy |
+357
| New | +$615K | ﹤0.01% | 1193 |
|