Sheets Smith Wealth Management’s ChampionX CHX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-14,883
Closed -$530K 366
2023
Q3
$530K Buy
14,883
+2,814
+23% +$100K 0.08% 195
2023
Q2
$375K Buy
12,069
+2,246
+23% +$69.7K 0.05% 248
2023
Q1
$267K Buy
+9,823
New +$267K 0.04% 275