EverSource Wealth Advisors’s SPX Corp SPXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.3K | Buy |
425
+164
| +63% | +$27.5K | ﹤0.01% | 1385 |
|
|
2025
Q1 | $33.6K | Buy |
261
+16
| +7% | +$2.06K | ﹤0.01% | 1426 |
|
|
2024
Q4 | $35.7K | Sell |
245
-15
| -6% | -$2.18K | ﹤0.01% | 1342 |
|
|
2024
Q3 | $41.5K | Hold |
260
| – | – | ﹤0.01% | 1141 |
|
|
2024
Q2 | $38.4K | Sell |
260
-3
| -1% | -$443 | ﹤0.01% | 1214 |
|
|
2024
Q1 | $32K | Hold |
263
| – | – | ﹤0.01% | 1164 |
|
|
2023
Q4 | $26.6K | Sell |
263
-108
| -29% | -$10.9K | ﹤0.01% | 1125 |
|
|
2023
Q3 | $30.2K | Hold |
371
| – | – | ﹤0.01% | 976 |
|
|
2023
Q2 | $31.5K | Sell |
371
-7
| -2% | -$595 | ﹤0.01% | 999 |
|
|
2023
Q1 | $26.7K | Sell |
378
-38
| -9% | -$2.68K | ﹤0.01% | 980 |
|
|
2022
Q4 | $27.3K | Hold |
416
| – | – | ﹤0.01% | 970 |
|
|
2022
Q3 | $22K | Buy |
416
+45
| +12% | +$2.38K | 0.01% | 875 |
|
|
2022
Q2 | $19K | Buy |
371
+325
| +707% | +$16.6K | ﹤0.01% | 847 |
|
|
2022
Q1 | $2K | Hold |
46
| – | – | ﹤0.01% | 1580 |
|
|
2021
Q4 | $3K | Buy |
+46
| New | +$3K | ﹤0.01% | 1459 |
|