Waverly Advisors’s SPX Corp SPXC Stock Holding History

Waverly Advisors’s Portfolio SPXC Stock Details SPXC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$752K	Buy
2025 Q2	$670K	Buy
2025 Q1	$506K	Buy
2024 Q4	$546K	Sell
2024 Q3	$642K	Sell
2024 Q2	$596K	Buy
2024 Q1	$326K	Sell
2023 Q4	$271K	Sell
2023 Q3	$219K	Buy
2023 Q2	$228K	Buy