Connecticut Wealth Management’s ChampionX CHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,237
| Closed | -$218K | – | 273 |
|
|
2024
Q3 | $218K | Sell |
7,237
-1,275
| -15% | -$38.4K | 0.01% | 305 |
|
|
2024
Q2 | $283K | Hold |
8,512
| – | – | 0.01% | 273 |
|
|
2024
Q1 | $305K | Hold |
8,512
| – | – | 0.02% | 267 |
|
|
2023
Q4 | $249K | Hold |
8,512
| – | – | 0.01% | 285 |
|
|
2023
Q3 | $303K | Hold |
8,512
| – | – | 0.02% | 225 |
|
|
2023
Q2 | $264K | Buy |
8,512
+240
| +3% | +$7.45K | 0.02% | 220 |
|
|
2023
Q1 | $224K | Hold |
8,272
| – | – | 0.02% | 230 |
|
|
2022
Q4 | $240K | Buy |
+8,272
| New | +$240K | 0.02% | 178 |
|