SVB Wealth’s ChampionX CHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-375
| Closed | -$11.2K | – | 735 |
|
|
2025
Q1 | $11.2K | Buy |
+375
| New | +$11.2K | ﹤0.01% | 867 |
|
|
2020
Q1 | – | Sell |
-7,076
| Closed | -$239K | – | 613 |
|
|
2019
Q4 | $239K | Buy |
+7,076
| New | +$239K | ﹤0.01% | 540 |
|
|
2019
Q2 | – | Sell |
-5,859
| Closed | -$241K | – | 525 |
|
|
2019
Q1 | $241K | Sell |
5,859
-1,666
| -22% | -$68.5K | 0.01% | 365 |
|
|
2018
Q4 | $204K | Hold |
7,525
| – | – | 0.01% | 381 |
|
|
2018
Q3 | $328K | Sell |
7,525
-1,060
| -12% | -$46.2K | 0.01% | 364 |
|
|
2018
Q2 | $358K | Buy |
+8,585
| New | +$358K | 0.01% | 363 |
|