CreativeOne Wealth’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 | $923K | Sell |
5,502
-253
| -4% | -$42.4K | 0.02% | 556 |
|
|
2025
Q1 | $741K | Sell |
5,755
-249
| -4% | -$32.1K | 0.02% | 574 |
|
|
2024
Q4 | $874K | Sell |
6,004
-1,776
| -23% | -$258K | 0.03% | 512 |
|
|
2024
Q3 | $1.24M | Buy |
+7,780
| New | +$1.24M | 0.04% | 377 |
|
|
2024
Q2 | – | Sell |
-7,707
| Closed | -$949K | – | 902 |
|
|
2024
Q1 | $949K | Buy |
+7,707
| New | +$949K | 0.04% | 393 |
|
|
2023
Q3 | – | Sell |
-7,377
| Closed | -$627K | – | 801 |
|
|
2023
Q2 | $627K | Buy |
+7,377
| New | +$627K | 0.03% | 431 |
|