J.P. Morgan Private Wealth Advisors’s SPX Corp SPXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $417K | Sell |
5,121
-1,434
| -22% | -$117K | ﹤0.01% | 1322 |
|
|
2023
Q2 | $557K | Sell |
6,555
-846
| -11% | -$71.9K | ﹤0.01% | 984 |
|
|
2023
Q1 | $522K | Buy |
7,401
+635
| +9% | +$44.8K | ﹤0.01% | 1463 |
|
|
2022
Q4 | $444K | Buy |
6,766
+121
| +2% | +$7.94K | ﹤0.01% | 1515 |
|
|
2022
Q3 | $367K | Buy |
6,645
+7
| +0.1% | +$387 | ﹤0.01% | 1575 |
|
|
2022
Q2 | $351K | Sell |
6,638
-406
| -6% | -$21.5K | ﹤0.01% | 1581 |
|
|
2022
Q1 | $348K | Buy |
7,044
+3,222
| +84% | +$159K | ﹤0.01% | 1689 |
|
|
2021
Q4 | $228K | Sell |
3,822
-417
| -10% | -$24.9K | ﹤0.01% | 1859 |
|
|
2021
Q3 | $227K | Buy |
+4,239
| New | +$227K | ﹤0.01% | 1807 |
|