SWM

Segment Wealth Management’s SPX Corp SPXC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$201K	Buy	+1,200	New	+$201K	0.01%	281
2025 Q1	–	Sell	-1,500	Closed	-$218K	–	289
2024 Q4	$218K	Hold	1,500	–	–	0.01%	254
2024 Q3	$239K	Hold	1,500	–	–	0.02%	245
2024 Q2	$213K	Sell	1,500 -500	-25%	-$71.1K	0.02%	249
2024 Q1	$246K	Hold	2,000	–	–	0.02%	224
2023 Q4	$202K	Buy	+2,000	New	+$202K	0.02%	243
2018 Q4	–	Sell	-7,147	Closed	-$239K	–	216
2018 Q3	$239K	Buy	7,147 +147	+2%	+$4.92K	0.05%	193
2018 Q2	$245K	Sell	7,000 -1,000	-13%	-$35K	0.06%	177
2018 Q1	$260K	Hold	8,000	–	–	0.06%	163
2017 Q4	$251K	Sell	8,000 -1,000	-11%	-$31.4K	0.06%	171
2017 Q3	$264K	Sell	9,000 -1,000	-10%	-$29.3K	0.07%	167
2017 Q2	$252K	Hold	10,000	–	–	0.07%	174
2017 Q1	$243K	Hold	10,000	–	–	0.08%	160
2016 Q4	$237K	Sell	10,000 -5,000	-33%	-$119K	0.09%	147
2016 Q3	$302K	Sell	15,000 -5,645	-27%	-$114K	0.12%	120
2016 Q2	$307K	Buy	+20,645	New	+$307K	0.13%	109
2015 Q3	–	Sell	-4,564	Closed	-$330K	–	171
2015 Q2	$330K	Sell	4,564 -1,600	-26%	-$116K	0.11%	124
2015 Q1	$523K	Hold	6,164	–	–	0.17%	98
2014 Q4	$530K	Buy	6,164 +600	+11%	+$51.6K	0.2%	85
2014 Q3	$523K	Sell	5,564 -300	-5%	-$28.2K	0.2%	98
2014 Q2	$635K	Buy	5,864 +300	+5%	+$32.5K	0.25%	91
2014 Q1	$547K	Buy	5,564 +1,600	+40%	+$157K	0.25%	84
2013 Q4	$395K	Hold	3,964	–	–	0.19%	98
2013 Q3	$336K	Hold	3,964	–	–	0.18%	108
2013 Q2	$285K	Buy	+3,964	New	+$285K	0.17%	110