Carson Wealth (CWM LLC)’s KLX Energy Services KLXE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Hold |
500
| – | – | ﹤0.01% | 5021 |
|
|
2025
Q1 | $2K | Hold |
500
| – | – | ﹤0.01% | 4763 |
|
|
2024
Q4 | $2K | Hold |
500
| – | – | ﹤0.01% | 4555 |
|
|
2024
Q3 | $3K | Sell |
500
-113
| -18% | -$678 | ﹤0.01% | 4284 |
|
|
2024
Q2 | $3K | Sell |
613
-221
| -26% | -$1.08K | ﹤0.01% | 4080 |
|
|
2024
Q1 | $6K | Buy |
834
+243
| +41% | +$1.75K | ﹤0.01% | 3583 |
|
|
2023
Q4 | $7K | Buy |
591
+90
| +18% | +$1.07K | ﹤0.01% | 3347 |
|
|
2023
Q3 | $6K | Buy |
501
+1
| +0.2% | +$12 | ﹤0.01% | 3374 |
|
|
2023
Q2 | $5K | Hold |
500
| – | – | ﹤0.01% | 3442 |
|
|
2023
Q1 | $6K | Buy |
500
+44
| +10% | +$528 | ﹤0.01% | 3210 |
|
|
2022
Q4 | $8K | Hold |
456
| – | – | ﹤0.01% | 2935 |
|
|
2022
Q3 | $4K | Hold |
456
| – | – | ﹤0.01% | 3178 |
|
|
2022
Q2 | $2K | Hold |
456
| – | – | ﹤0.01% | 3350 |
|
|
2022
Q1 | $2K | Buy |
+456
| New | +$2K | ﹤0.01% | 3174 |
|