Kestra Advisory Services’s ChampionX CHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,653
| Closed | -$275K | – | 2617 |
|
|
2024
Q1 | $275K | Sell |
7,653
-557
| -7% | -$20K | ﹤0.01% | 2060 |
|
|
2023
Q4 | $240K | Buy |
8,210
+579
| +8% | +$16.9K | ﹤0.01% | 1996 |
|
|
2023
Q3 | $272K | Buy |
+7,631
| New | +$272K | ﹤0.01% | 1729 |
|
|
2023
Q1 | – | Sell |
-7,360
| Closed | -$213K | – | 2111 |
|
|
2022
Q4 | $213K | Buy |
+7,360
| New | +$213K | ﹤0.01% | 1979 |
|
|
2021
Q1 | – | Sell |
-21,090
| Closed | -$318K | – | 1881 |
|
|
2020
Q4 | $318K | Buy |
21,090
+3,938
| +23% | +$59.4K | ﹤0.01% | 1443 |
|
|
2020
Q3 | $137K | Buy |
+17,152
| New | +$137K | ﹤0.01% | 1345 |
|