Clifford Swan Investment Counsel’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 |
-27,400
| Closed | -$499K | – | 263 |
|
|
2015
Q2 | $499K | Hold |
27,400
| – | – | 0.03% | 189 |
|
|
2015
Q1 | $586K | Hold |
27,400
| – | – | 0.04% | 177 |
|
|
2014
Q4 | $593K | Hold |
27,400
| – | – | 0.04% | 178 |
|
|
2014
Q3 | $648K | Hold |
27,400
| – | – | 0.04% | 166 |
|
|
2014
Q2 | $747K | Hold |
27,400
| – | – | 0.05% | 156 |
|
|
2014
Q1 | $678K | Hold |
27,400
| – | – | 0.05% | 156 |
|
|
2013
Q4 | $687K | Hold |
27,400
| – | – | 0.05% | 144 |
|
|
2013
Q3 | $584K | Hold |
27,400
| – | – | 0.05% | 149 |
|
|
2013
Q2 | $497K | Buy |
+27,400
| New | +$497K | 0.04% | 159 |
|