Clearstead Advisors’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 | $385K | Sell |
2,296
-134
| -6% | -$22.5K | 0.01% | 675 |
|
2025
Q1 | $313K | Buy |
2,430
+292
| +14% | +$37.6K | ﹤0.01% | 695 |
|
2024
Q4 | $311K | Buy |
2,138
+30
| +1% | +$4.37K | ﹤0.01% | 709 |
|
2024
Q3 | $336K | Sell |
2,108
-20
| -0.9% | -$3.19K | 0.01% | 681 |
|
2024
Q2 | $302K | Buy |
+2,128
| New | +$302K | 0.01% | 676 |
|