Squar Milner Financial Services’s SPX Corp SPXC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-1,370
| Closed | -$44K | – | 659 |
|
2020
Q1 | $44K | Sell |
1,370
-3,692
| -73% | -$119K | 0.03% | 367 |
|
2019
Q4 | $257K | Buy |
+5,062
| New | +$257K | 0.13% | 162 |
|
2019
Q3 | – | Sell |
-5,086
| Closed | -$168K | – | 642 |
|
2019
Q2 | $168K | Buy |
5,086
+595
| +13% | +$19.7K | 0.11% | 186 |
|
2019
Q1 | $156K | Hold |
4,491
| – | – | 0.12% | 201 |
|
2018
Q4 | $126K | Buy |
4,491
+104
| +2% | +$2.92K | 0.12% | 194 |
|
2018
Q3 | $146K | Buy |
4,387
+575
| +15% | +$19.1K | 0.13% | 196 |
|
2018
Q2 | $134K | Buy |
+3,812
| New | +$134K | 0.12% | 210 |
|