Financial Architects (New Jersey)’s SPX Corp SPXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,949
| Closed | -$80K | – | 698 |
|
|
2020
Q2 | $80K | Hold |
1,949
| – | – | 0.02% | 358 |
|
|
2020
Q1 | $64K | Buy |
1,949
+725
| +59% | +$23.8K | 0.02% | 358 |
|
|
2019
Q4 | $62K | Buy |
1,224
+32
| +3% | +$1.62K | 0.01% | 397 |
|
|
2019
Q3 | $48K | Buy |
1,192
+1,140
| +2,192% | +$45.9K | 0.01% | 443 |
|
|
2019
Q2 | $2K | Sell |
52
-6,603
| -99% | -$254K | ﹤0.01% | 988 |
|
|
2019
Q1 | $232K | Sell |
6,655
-210
| -3% | -$7.32K | 0.04% | 258 |
|
|
2018
Q4 | $193K | Sell |
6,865
-123
| -2% | -$3.46K | 0.04% | 258 |
|
|
2018
Q3 | $233K | Sell |
6,988
-2,100
| -23% | -$70K | 0.04% | 257 |
|
|
2018
Q2 | $319K | Sell |
9,088
-1,125
| -11% | -$39.5K | 0.06% | 216 |
|
|
2018
Q1 | $332K | Hold |
10,213
| – | – | 0.06% | 196 |
|
|
2017
Q4 | $321K | Hold |
10,213
| – | – | 0.05% | 214 |
|
|
2017
Q3 | $300K | Sell |
10,213
-815
| -7% | -$23.9K | 0.05% | 225 |
|
|
2017
Q2 | $278K | Hold |
11,028
| – | – | 0.05% | 225 |
|
|
2017
Q1 | $267K | Buy |
11,028
+123
| +1% | +$2.98K | 0.05% | 225 |
|
|
2016
Q4 | $259K | Sell |
10,905
-2,425
| -18% | -$57.6K | 0.06% | 211 |
|
|
2016
Q3 | $268K | Sell |
13,330
-180
| -1% | -$3.62K | 0.07% | 203 |
|
|
2016
Q2 | $200K | Buy |
13,510
+13,120
| +3,364% | +$194K | 0.06% | 249 |
|
|
2016
Q1 | $6K | Buy |
+390
| New | +$6K | ﹤0.01% | 848 |
|
|
2015
Q3 | – | Sell |
-298
| Closed | -$5K | – | 794 |
|
|
2015
Q2 | $5K | Hold |
298
| – | – | ﹤0.01% | 938 |
|
|
2015
Q1 | $6K | Buy |
+298
| New | +$6K | ﹤0.01% | 834 |
|