Diversified Trust’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 | $2.6M | Buy |
15,487
+1,020
| +7% | +$171K | 0.06% | 187 |
|
|
2025
Q1 | $1.86M | Buy |
14,467
+6,599
| +84% | +$850K | 0.05% | 226 |
|
|
2024
Q4 | $1.14M | Buy |
7,868
+2,034
| +35% | +$296K | 0.03% | 337 |
|
|
2024
Q3 | $930K | Buy |
5,834
+220
| +4% | +$35.1K | 0.02% | 400 |
|
|
2024
Q2 | $798K | Buy |
+5,614
| New | +$798K | 0.02% | 396 |
|