Mount Yale Investment Advisors’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 | $448K | Buy |
2,674
+39
| +1% | +$6.54K | 0.04% | 365 |
|
|
2025
Q1 | $339K | Buy |
2,635
+300
| +13% | +$38.6K | 0.03% | 406 |
|
|
2024
Q4 | $340K | Buy |
2,335
+4
| +0.2% | +$582 | 0.03% | 413 |
|
|
2024
Q3 | $372K | Sell |
2,331
-55
| -2% | -$8.77K | 0.04% | 385 |
|
|
2024
Q2 | $339K | Sell |
2,386
-328
| -12% | -$46.6K | 0.03% | 407 |
|
|
2024
Q1 | $334K | Sell |
2,714
-457
| -14% | -$56.3K | 0.03% | 425 |
|
|
2023
Q4 | $320K | Sell |
3,171
-33
| -1% | -$3.33K | 0.03% | 401 |
|
|
2023
Q3 | $261K | Sell |
3,204
-77
| -2% | -$6.27K | 0.03% | 418 |
|
|
2023
Q2 | $279K | Sell |
3,281
-864
| -21% | -$73.4K | 0.03% | 405 |
|
|
2023
Q1 | $293K | Sell |
4,145
-186
| -4% | -$13.1K | 0.03% | 382 |
|
|
2022
Q4 | $284K | Sell |
4,331
-662
| -13% | -$43.5K | 0.03% | 363 |
|
|
2022
Q3 | $276K | Sell |
4,993
-811
| -14% | -$44.8K | 0.04% | 356 |
|
|
2022
Q2 | $307K | Buy |
5,804
+55
| +1% | +$2.91K | 0.04% | 348 |
|
|
2022
Q1 | $284K | Buy |
5,749
+987
| +21% | +$48.8K | 0.03% | 379 |
|
|
2021
Q4 | $284K | Sell |
4,762
-73
| -2% | -$4.35K | 0.03% | 383 |
|
|
2021
Q3 | $258K | Sell |
4,835
-572
| -11% | -$30.5K | 0.03% | 383 |
|
|
2021
Q2 | $330K | Sell |
5,407
-40
| -0.7% | -$2.44K | 0.04% | 303 |
|
|
2021
Q1 | $317K | Buy |
5,447
+602
| +12% | +$35K | 0.04% | 300 |
|
|
2020
Q4 | $264K | Buy |
4,845
+29
| +0.6% | +$1.58K | 0.04% | 322 |
|
|
2020
Q3 | $223K | Buy |
+4,816
| New | +$223K | 0.03% | 311 |
|