Williams Jones Wealth Management’s ChampionX CHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-108,695
Closed -$625K 425
2020
Q1
$625K Sell
108,695
-20,000
-16% -$115K 0.02% 208
2019
Q4
$4.35M Sell
128,695
-71,607
-36% -$2.42M 0.08% 125
2019
Q3
$5.42M Buy
+200,302
New +$5.42M 0.11% 112