WA
WFG Advisors’s SPX Corp SPXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $2.11M | Buy |
83,933
+16,398
| +24% | +$413K | 0.48% | 47 |
|
|
2017
Q1 | $1.64M | Sell |
67,535
-13,993
| -17% | -$339K | 0.44% | 54 |
|
|
2016
Q4 | $1.93M | Sell |
81,528
-6,002
| -7% | -$142K | 0.47% | 49 |
|
|
2016
Q3 | $1.76M | Sell |
87,530
-4,277
| -5% | -$86.1K | 0.44% | 56 |
|
|
2016
Q2 | $1.36M | Buy |
91,807
+27,663
| +43% | +$411K | 0.36% | 68 |
|
|
2016
Q1 | $963K | Buy |
64,144
+15,116
| +31% | +$227K | 0.28% | 87 |
|
|
2015
Q4 | $457K | Buy |
+49,028
| New | +$457K | 0.14% | 176 |
|
|
2013
Q4 | – | Sell |
-12
| Closed | -$1K | – | 2308 |
|
|
2013
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 2072 |
|
|
2013
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1987 |
|