Congress Asset Management’s SPX Corp SPXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-84,297
| Closed | -$5.15M | – | 369 |
|
|
2021
Q2 | $5.15M | Buy |
84,297
+12,860
| +18% | +$786K | 0.04% | 214 |
|
|
2021
Q1 | $4.16M | Buy |
71,437
+12,395
| +21% | +$722K | 0.04% | 219 |
|
|
2020
Q4 | $3.22M | Buy |
59,042
+40
| +0.1% | +$2.18K | 0.03% | 220 |
|
|
2020
Q3 | $2.74M | Sell |
59,002
-2,005
| -3% | -$93K | 0.03% | 213 |
|
|
2020
Q2 | $2.51M | Buy |
61,007
+1,575
| +3% | +$64.8K | 0.03% | 218 |
|
|
2020
Q1 | $1.94M | Sell |
59,432
-10,170
| -15% | -$332K | 0.03% | 216 |
|
|
2019
Q4 | $3.54M | Sell |
69,602
-54,840
| -44% | -$2.79M | 0.04% | 205 |
|
|
2019
Q3 | $4.98M | Sell |
124,442
-44,490
| -26% | -$1.78M | 0.06% | 171 |
|
|
2019
Q2 | $5.58M | Hold |
168,932
| – | – | 0.07% | 165 |
|
|
2019
Q1 | $5.88M | Sell |
168,932
-2,809
| -2% | -$97.7K | 0.08% | 150 |
|
|
2018
Q4 | $4.81M | Buy |
171,741
+6,820
| +4% | +$191K | 0.07% | 155 |
|
|
2018
Q3 | $5.49M | Buy |
164,921
+16,466
| +11% | +$549K | 0.07% | 177 |
|
|
2018
Q2 | $5.2M | Sell |
148,455
-4,970
| -3% | -$174K | 0.07% | 167 |
|
|
2018
Q1 | $4.98M | Buy |
153,425
+2,849
| +2% | +$92.5K | 0.07% | 174 |
|
|
2017
Q4 | $4.73M | Sell |
150,576
-2,645
| -2% | -$83K | 0.07% | 174 |
|
|
2017
Q3 | $4.5M | Buy |
+153,221
| New | +$4.5M | 0.07% | 180 |
|