Valeo Financial Advisors’s ChampionX CHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-19
| Closed | – | – | 676 |
|
|
2021
Q1 | $0 | Buy |
+19
| New | – | ﹤0.01% | 1940 |
|
|
2020
Q3 | – | Sell |
-72
| Closed | -$1K | – | 1620 |
|
|
2020
Q2 | $1K | Hold |
72
| – | – | ﹤0.01% | 1772 |
|
|
2020
Q1 | $1K | Hold |
72
| – | – | ﹤0.01% | 1581 |
|
|
2019
Q4 | $2K | Buy |
+72
| New | +$2K | ﹤0.01% | 1425 |
|
|
2019
Q3 | – | Sell |
-66
| Closed | -$2K | – | 1553 |
|
|
2019
Q2 | $2K | Sell |
66
-143
| -68% | -$4.33K | ﹤0.01% | 1383 |
|
|
2019
Q1 | $9K | Hold |
209
| – | – | ﹤0.01% | 979 |
|
|
2018
Q4 | $6K | Hold |
209
| – | – | ﹤0.01% | 997 |
|
|
2018
Q3 | $8K | Sell |
209
-25
| -11% | -$957 | ﹤0.01% | 1017 |
|
|
2018
Q2 | $10K | Buy |
+234
| New | +$10K | ﹤0.01% | 927 |
|