CarsonAllaria Wealth Management’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 | $2.86K | Buy |
+1,530
| New | +$2.86K | ﹤0.01% | 309 |
|
2024
Q4 | – | Sell |
-734
| Closed | -$4.02K | – | 380 |
|
2024
Q3 | $4.02K | Hold |
734
| – | – | ﹤0.01% | 316 |
|
2024
Q2 | $3.63K | Hold |
734
| – | – | ﹤0.01% | 303 |
|
2024
Q1 | $5.68K | Hold |
734
| – | – | ﹤0.01% | 286 |
|
2023
Q4 | $8.27K | Hold |
734
| – | – | 0.01% | 226 |
|
2023
Q3 | $8.7K | Hold |
734
| – | – | 0.01% | 220 |
|
2023
Q2 | $7.14K | Hold |
734
| – | – | 0.01% | 245 |
|
2023
Q1 | $8.55K | Buy |
+734
| New | +$8.55K | 0.01% | 226 |
|