Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-345
| Closed | -$13K | – | 5387 |
|
|
2025
Q1 | $13K | Buy |
+345
| New | +$13K | ﹤0.01% | 3976 |
|
|
2024
Q2 | – | Sell |
-1,172
| Closed | -$43K | – | 5093 |
|
|
2024
Q1 | $43K | Hold |
1,172
| – | – | ﹤0.01% | 2406 |
|
|
2023
Q4 | $39K | Hold |
1,172
| – | – | ﹤0.01% | 2335 |
|
|
2023
Q3 | $35K | Hold |
1,172
| – | – | ﹤0.01% | 2313 |
|
|
2023
Q2 | $37K | Buy |
+1,172
| New | +$37K | ﹤0.01% | 2217 |
|