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CWM
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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Fund Insights
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
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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