BSW Wealth Partners’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
2021
Q3
Sell
-8,150
Closed -$269K 273
2021
Q2
$269K Hold
8,150
0.07% 189
2021
Q1
$246K Hold
8,150
0.07% 181
2020
Q4
$234K Hold
8,150
0.07% 150
2020
Q3
$208K Buy
+8,150
New +$208K 0.08% 136