OneDigital 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
Q4 | – | Sell |
-7,328
| Closed | -$221K | – | 1417 |
|
|
2024
Q3 | $221K | Buy |
7,328
+274
| +4% | +$8.26K | ﹤0.01% | 1313 |
|
|
2024
Q2 | $234K | Buy |
+7,054
| New | +$234K | ﹤0.01% | 1219 |
|
|
2018
Q4 | – | Sell |
-376
| Closed | -$16K | – | 1131 |
|
|
2018
Q3 | $16K | Hold |
376
| – | – | ﹤0.01% | 722 |
|
|
2018
Q2 | $16K | Buy |
+376
| New | +$16K | ﹤0.01% | 889 |
|