Whittier Trust’s ChampionX CHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-25
| Closed | -$890 | – | 1537 |
|
|
2023
Q3 | $890 | Buy |
25
+7
| +39% | +$249 | ﹤0.01% | 1526 |
|
|
2023
Q2 | $558 | Hold |
18
| – | – | ﹤0.01% | 1507 |
|
|
2023
Q1 | $488 | Buy |
+18
| New | +$488 | ﹤0.01% | 1558 |
|
|
2020
Q4 | – | Sell |
-434
| Closed | -$3K | – | 1398 |
|
|
2020
Q3 | $3K | Hold |
434
| – | – | ﹤0.01% | 1285 |
|
|
2020
Q2 | $4K | Hold |
434
| – | – | ﹤0.01% | 1185 |
|
|
2020
Q1 | $2K | Hold |
434
| – | – | ﹤0.01% | 1326 |
|
|
2019
Q4 | $15K | Hold |
434
| – | – | ﹤0.01% | 1073 |
|
|
2019
Q3 | $12K | Sell |
434
-10
| -2% | -$276 | ﹤0.01% | 1102 |
|
|
2019
Q2 | $15K | Hold |
444
| – | – | ﹤0.01% | 1006 |
|
|
2019
Q1 | $18K | Hold |
444
| – | – | ﹤0.01% | 968 |
|
|
2018
Q4 | $12K | Hold |
444
| – | – | ﹤0.01% | 1058 |
|
|
2018
Q3 | $19K | Hold |
444
| – | – | ﹤0.01% | 951 |
|
|
2018
Q2 | $19K | Buy |
+444
| New | +$19K | ﹤0.01% | 933 |
|