Loring Wolcott & Coolidge Fiduciary Advisors’s ChampionX CHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-7,500
| Closed | -$115K | – | 382 |
|
|
2020
Q4 | $115K | Hold |
7,500
| – | – | ﹤0.01% | 329 |
|
|
2020
Q3 | $60K | Hold |
7,500
| – | – | ﹤0.01% | 376 |
|
|
2020
Q2 | $73K | Hold |
7,500
| – | – | ﹤0.01% | 344 |
|
|
2020
Q1 | $43K | Hold |
7,500
| – | – | ﹤0.01% | 395 |
|
|
2019
Q4 | $253K | Hold |
7,500
| – | – | ﹤0.01% | 248 |
|
|
2019
Q3 | $203K | Hold |
7,500
| – | – | ﹤0.01% | 266 |
|
|
2019
Q2 | $252K | Hold |
7,500
| – | – | ﹤0.01% | 242 |
|
|
2019
Q1 | $308K | Hold |
7,500
| – | – | ﹤0.01% | 221 |
|
|
2018
Q4 | $203K | Hold |
7,500
| – | – | ﹤0.01% | 250 |
|
|
2018
Q3 | $327K | Sell |
7,500
-346
| -4% | -$15.1K | 0.01% | 230 |
|
|
2018
Q2 | $328K | Buy |
+7,846
| New | +$328K | 0.01% | 232 |
|