Forum Financial Management’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
$281K Buy
1,676
+2
+0.1% +$335 ﹤0.01% 708
2025
Q1
$216K Buy
1,674
+4
+0.2% +$515 ﹤0.01% 775
2024
Q4
$243K Hold
1,670
﹤0.01% 746
2024
Q3
$266K Buy
1,670
+1
+0.1% +$159 ﹤0.01% 574
2024
Q2
$237K Buy
1,669
+2
+0.1% +$284 ﹤0.01% 585
2024
Q1
$205K Buy
+1,667
New +$205K ﹤0.01% 693