BCWM
CHX
Bartlett & Co Wealth Management’s ChampionX CHX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-437
| Closed | -$10.7K | – | 1305 |
|
2022
Q1 | $10.7K | Buy |
+437
| New | +$10.7K | ﹤0.01% | 820 |
|
2021
Q4 | – | Sell |
-437
| Closed | -$9.77K | – | 485 |
|
2021
Q3 | $9.77K | Hold |
437
| – | – | ﹤0.01% | 701 |
|
2021
Q2 | $11.2K | Hold |
437
| – | – | ﹤0.01% | 673 |
|
2021
Q1 | $9.5K | Hold |
437
| – | – | ﹤0.01% | 734 |
|
2020
Q4 | $6.69K | Buy |
437
+82
| +23% | +$1.26K | ﹤0.01% | 768 |
|
2020
Q3 | $2.84K | Sell |
355
-445
| -56% | -$3.56K | ﹤0.01% | 771 |
|
2020
Q2 | $7.81K | Sell |
800
-15
| -2% | -$146 | ﹤0.01% | 699 |
|
2020
Q1 | $4.69K | Sell |
815
-335
| -29% | -$1.93K | ﹤0.01% | 725 |
|
2019
Q4 | $38.8K | Hold |
1,150
| – | – | ﹤0.01% | 573 |
|
2019
Q3 | $31.1K | Hold |
1,150
| – | – | ﹤0.01% | 599 |
|
2019
Q2 | $38.6K | Hold |
1,150
| – | – | ﹤0.01% | 471 |
|
2019
Q1 | $47.2K | Hold |
1,150
| – | – | ﹤0.01% | 431 |
|
2018
Q4 | $31.1K | Sell |
1,150
-275
| -19% | -$7.45K | ﹤0.01% | 472 |
|
2018
Q3 | $62.1K | Buy |
1,425
+175
| +14% | +$7.62K | ﹤0.01% | 409 |
|
2018
Q2 | $52.2K | Buy |
+1,250
| New | +$52.2K | ﹤0.01% | 424 |
|