Envestnet Portfolio Solutions’s ChampionX CHX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-8,549
Closed -$255K 1537
2025
Q1
$255K Sell
8,549
-14,574
-63% -$434K ﹤0.01% 1371
2024
Q4
$629K Sell
23,123
-632
-3% -$17.2K ﹤0.01% 1121
2024
Q3
$716K Buy
23,755
+1,243
+6% +$37.5K ﹤0.01% 1032
2024
Q2
$748K Sell
22,512
-19,022
-46% -$632K ﹤0.01% 967
2024
Q1
$1.49M Buy
41,534
+1,319
+3% +$47.3K 0.01% 720
2023
Q4
$1.17M Sell
40,215
-2,999
-7% -$87.6K ﹤0.01% 751
2023
Q3
$1.54M Buy
+43,214
New +$1.54M 0.01% 628