Waverly 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 | $670K | Buy |
3,996
+64
| +2% | +$10.7K | 0.01% | 730 |
|
|
2025
Q1 | $506K | Buy |
3,932
+178
| +5% | +$22.9K | 0.01% | 768 |
|
|
2024
Q4 | $546K | Sell |
3,754
-275
| -7% | -$40K | 0.01% | 659 |
|
|
2024
Q3 | $642K | Sell |
4,029
-163
| -4% | -$26K | 0.01% | 535 |
|
|
2024
Q2 | $596K | Buy |
4,192
+1,543
| +58% | +$219K | 0.01% | 535 |
|
|
2024
Q1 | $326K | Sell |
2,649
-36
| -1% | -$4.43K | 0.01% | 549 |
|
|
2023
Q4 | $271K | Sell |
2,685
-4
| -0.1% | -$404 | 0.01% | 373 |
|
|
2023
Q3 | $219K | Buy |
2,689
+4
| +0.1% | +$326 | 0.01% | 374 |
|
|
2023
Q2 | $228K | Buy |
+2,685
| New | +$228K | 0.01% | 330 |
|