Dakota 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
Q1 | – | Sell |
-7,687
| Closed | -$225K | – | 729 |
|
|
2023
Q4 | $225K | Sell |
7,687
-50
| -0.6% | -$1.46K | 0.01% | 578 |
|
|
2023
Q3 | $276K | Sell |
7,737
-1,600
| -17% | -$57K | 0.01% | 506 |
|
|
2023
Q2 | $290K | Buy |
9,337
+402
| +4% | +$12.5K | 0.01% | 485 |
|
|
2023
Q1 | $242K | Buy |
8,935
+607
| +7% | +$16.5K | 0.02% | 520 |
|
|
2022
Q4 | $241K | Buy |
+8,328
| New | +$241K | 0.02% | 494 |
|