Baldwin Wealth Partners’s ChampionX CHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,582
| Closed | -$47.7K | – | 369 |
|
|
2024
Q3 | $47.7K | Sell |
1,582
-350
| -18% | -$10.6K | ﹤0.01% | 561 |
|
|
2024
Q2 | $64.2K | Hold |
1,932
| – | – | 0.01% | 311 |
|
|
2024
Q1 | $69.3K | Hold |
1,932
| – | – | 0.01% | 317 |
|
|
2023
Q4 | $56.4K | Hold |
1,932
| – | – | ﹤0.01% | 364 |
|
|
2023
Q3 | $68.8K | Sell |
1,932
-450
| -19% | -$16K | 0.01% | 350 |
|
|
2023
Q2 | $73.9K | Hold |
2,382
| – | – | 0.01% | 356 |
|
|
2023
Q1 | $64.6K | Hold |
2,382
| – | – | 0.01% | 385 |
|
|
2022
Q4 | $69.1K | Buy |
2,382
+2,337
| +5,193% | +$67.8K | 0.01% | 367 |
|
|
2022
Q3 | $1K | Hold |
45
| – | – | ﹤0.01% | 635 |
|
|
2022
Q2 | $1K | Hold |
45
| – | – | ﹤0.01% | 665 |
|
|
2022
Q1 | $1K | Hold |
45
| – | – | ﹤0.01% | 651 |
|
|
2021
Q4 | $1K | Hold |
45
| – | – | ﹤0.01% | 614 |
|
|
2021
Q3 | $1K | Hold |
45
| – | – | ﹤0.01% | 626 |
|
|
2021
Q2 | $1K | Hold |
45
| – | – | ﹤0.01% | 637 |
|
|
2021
Q1 | $1K | Hold |
45
| – | – | ﹤0.01% | 605 |
|
|
2020
Q4 | $1K | Hold |
45
| – | – | ﹤0.01% | 536 |
|
|
2020
Q3 | $0 | Hold |
45
| – | – | ﹤0.01% | 535 |
|
|
2020
Q2 | $0 | Hold |
45
| – | – | ﹤0.01% | 532 |
|
|
2020
Q1 | $0 | Hold |
45
| – | – | ﹤0.01% | 549 |
|
|
2019
Q4 | $2K | Hold |
45
| – | – | ﹤0.01% | 514 |
|
|
2019
Q3 | $1K | Hold |
45
| – | – | ﹤0.01% | 505 |
|
|
2019
Q2 | $2K | Hold |
45
| – | – | ﹤0.01% | 494 |
|
|
2019
Q1 | $2K | Hold |
45
| – | – | ﹤0.01% | 491 |
|
|
2018
Q4 | $1K | Hold |
45
| – | – | ﹤0.01% | 491 |
|
|
2018
Q3 | $2K | Hold |
45
| – | – | ﹤0.01% | 503 |
|
|
2018
Q2 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 494 |
|