Avidian Wealth Enterprises’s AXS Change Finance ESG ETF CHGX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-19,666
Closed -$582K 442
2023
Q3
$582K Hold
19,666
0.04% 231
2023
Q2
$615K Buy
19,666
+4,083
+26% +$128K 0.04% 238
2023
Q1
$450K Buy
+15,583
New +$450K 0.02% 309