Venturi Wealth Management’s ChampionX CHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,889
| Closed | -$51.4K | – | 794 |
|
|
2024
Q4 | $51.4K | Buy |
1,889
+1,725
| +1,052% | +$46.9K | ﹤0.01% | 1009 |
|
|
2024
Q3 | $4.95K | Hold |
164
| – | – | ﹤0.01% | 1412 |
|
|
2024
Q2 | $5.45K | Hold |
164
| – | – | ﹤0.01% | 1215 |
|
|
2024
Q1 | $5.89K | Hold |
164
| – | – | ﹤0.01% | 1050 |
|
|
2023
Q4 | $4.79K | Sell |
164
-11
| -6% | -$321 | ﹤0.01% | 1034 |
|
|
2023
Q3 | $6.23K | Buy |
175
+11
| +7% | +$392 | ﹤0.01% | 916 |
|
|
2023
Q2 | $5.09K | Hold |
164
| – | – | ﹤0.01% | 749 |
|
|
2023
Q1 | $4.45K | Buy |
+164
| New | +$4.45K | ﹤0.01% | 851 |
|