Mount Yale Investment Advisors’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 |
-26,667
| Closed | -$957K | – | 537 |
|
|
2024
Q1 | $957K | Buy |
26,667
+11,176
| +72% | +$401K | 0.07% | 228 |
|
|
2023
Q4 | $452K | Sell |
15,491
-12,850
| -45% | -$375K | 0.04% | 337 |
|
|
2023
Q3 | $1.01M | Buy |
28,341
+18,822
| +198% | +$670K | 0.11% | 183 |
|
|
2023
Q2 | $295K | Buy |
+9,519
| New | +$295K | 0.03% | 394 |
|
|
2018
Q4 | – | Sell |
-1,336
| Closed | -$54K | – | 399 |
|
|
2018
Q3 | $54K | Buy |
1,336
+198
| +17% | +$8K | 0.01% | 583 |
|
|
2018
Q2 | $48K | Buy |
+1,138
| New | +$48K | 0.01% | 631 |
|