Pathstone Family Office’s SPX Corp SPXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $369K | Buy |
3,756
+1,598
| +74% | +$157K | ﹤0.01% | 1193 |
|
|
2023
Q2 | $254K | Sell |
2,158
-431
| -17% | -$50.7K | ﹤0.01% | 1037 |
|
|
2023
Q1 | $200K | Sell |
2,589
-9,921
| -79% | -$766K | ﹤0.01% | 1095 |
|
|
2022
Q4 | $612K | Buy |
12,510
+5,980
| +92% | +$293K | 0.01% | 1002 |
|
|
2022
Q3 | $361K | Buy |
6,530
+1,085
| +20% | +$60K | ﹤0.01% | 1172 |
|
|
2022
Q2 | $288K | Buy |
+5,445
| New | +$288K | 0.01% | 804 |
|
|
2021
Q1 | – | Sell |
-3
| Closed | – | – | 1241 |
|
|
2020
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1307 |
|
|
2020
Q3 | $0 | Sell |
3
-3
| -50% | – | ﹤0.01% | 992 |
|
|
2020
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 948 |
|
|
2014
Q1 | – | Sell |
-1,569
| Closed | -$39K | – | 227 |
|
|
2013
Q4 | $39K | Buy |
+1,569
| New | +$39K | 0.08% | 69 |
|
|
2013
Q3 | – | Sell |
-1,569
| Closed | -$28K | – | 413 |
|
|
2013
Q2 | $28K | Buy |
+1,569
| New | +$28K | 0.03% | 170 |
|