Bartlett & Co’s ChampionX CHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-437
| Closed | -$11K | – | 1278 |
|
|
2022
Q1 | $11K | Buy |
+437
| New | +$11K | ﹤0.01% | 810 |
|
|
2021
Q4 | – | Sell |
-437
| Closed | -$10K | – | 485 |
|
|
2021
Q3 | $10K | Hold |
437
| – | – | ﹤0.01% | 695 |
|
|
2021
Q2 | $11K | Hold |
437
| – | – | ﹤0.01% | 673 |
|
|
2021
Q1 | $9K | Hold |
437
| – | – | ﹤0.01% | 736 |
|
|
2020
Q4 | $7K | Buy |
437
+82
| +23% | +$1.31K | ﹤0.01% | 761 |
|
|
2020
Q3 | $3K | Sell |
355
-445
| -56% | -$3.76K | ﹤0.01% | 763 |
|
|
2020
Q2 | $8K | Sell |
800
-15
| -2% | -$150 | ﹤0.01% | 694 |
|
|
2020
Q1 | $5K | Buy |
+815
| New | +$5K | ﹤0.01% | 716 |
|
|
2019
Q3 | $31K | Hold |
1,150
| – | – | ﹤0.01% | 599 |
|
|
2019
Q2 | $39K | Hold |
1,150
| – | – | ﹤0.01% | 467 |
|
|
2019
Q1 | $47K | Hold |
1,150
| – | – | ﹤0.01% | 430 |
|
|
2018
Q4 | $31K | Sell |
1,150
-275
| -19% | -$7.41K | ﹤0.01% | 472 |
|
|
2018
Q3 | $62K | Buy |
1,425
+175
| +14% | +$7.61K | ﹤0.01% | 408 |
|
|
2018
Q2 | $52K | Buy |
+1,250
| New | +$52K | ﹤0.01% | 419 |
|