Waverly 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
Q4 | $817K | Buy |
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|
2025
Q3 | $752K | Buy |
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|
2025
Q2 | $670K | Buy |
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|
2025
Q1 | $506K | Buy |
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|
2024
Q4 | $546K | Sell |
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|
2024
Q3 | $642K | Sell |
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|
2024
Q2 | $596K | Buy |
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|
2024
Q1 | $326K | Sell |
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|
2023
Q4 | $271K | Sell |
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|
2023
Q3 | $219K | Buy |
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|
2023
Q2 | $228K | Buy |
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