Coldstream Capital Management’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 | $526K | Buy |
3,138
+1,179
| +60% | +$198K | 0.01% | 633 |
|
|
2025
Q1 | $252K | Sell |
1,959
-162
| -8% | -$20.9K | 0.01% | 892 |
|
|
2024
Q4 | $309K | Sell |
2,121
-11
| -0.5% | -$1.6K | 0.01% | 809 |
|
|
2024
Q3 | $340K | Sell |
2,132
-14
| -0.7% | -$2.23K | 0.01% | 774 |
|
|
2024
Q2 | $305K | Buy |
2,146
+136
| +7% | +$19.3K | 0.01% | 747 |
|
|
2024
Q1 | $247K | Sell |
2,010
-155
| -7% | -$19.1K | 0.01% | 851 |
|
|
2023
Q4 | $219K | Buy |
+2,165
| New | +$219K | 0.01% | 853 |
|
|
2023
Q3 | – | Sell |
-2,726
| Closed | -$232K | – | 852 |
|
|
2023
Q2 | $232K | Buy |
+2,726
| New | +$232K | 0.01% | 722 |
|