Mount Yale Investment Advisors’s SPX Corp SPXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Buy |
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|
2025
Q1 | $339K | Buy |
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|
2024
Q4 | $340K | Buy |
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|
2024
Q3 | $372K | Sell |
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|
2024
Q2 | $339K | Sell |
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|
2024
Q1 | $334K | Sell |
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|
2023
Q4 | $320K | Sell |
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|
2023
Q3 | $261K | Sell |
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|
2023
Q2 | $279K | Sell |
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|
2023
Q1 | $293K | Sell |
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|
2022
Q4 | $284K | Sell |
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|
2022
Q3 | $276K | Sell |
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|
2022
Q2 | $307K | Buy |
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|
2022
Q1 | $284K | Buy |
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|
2021
Q4 | $284K | Sell |
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|
2021
Q3 | $258K | Sell |
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|
2021
Q2 | $330K | Sell |
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|
2021
Q1 | $317K | Buy |
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|
2020
Q4 | $264K | Buy |
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|
2020
Q3 | $223K | Buy |
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