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CWM
KLXE icon

CarsonAllaria Wealth Management’s KLX Energy Services KLXE Stock Holding History

CarsonAllaria Wealth Management’s Portfolio KLXE Stock Details KLXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
– Sell
-1,530
Closed -$2.86K – 216
2025
Q2
$2.86K Buy
+1,530
New +$3.18K ﹤0.01% 309
2024
Q4
– Sell
-734
Closed -$4.01K – 380
2024
Q3
$4.01K 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 +$10K 0.01% 226

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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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