Denver Wealth Management’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 |
-7,744
| Closed | -$285K | – | 93 |
|
|
2025
Q1 | $285K | Sell |
7,744
-1,750
| -18% | -$64.5K | 0.13% | 72 |
|
|
2024
Q4 | $360K | Buy |
9,494
+52
| +0.6% | +$1.97K | 0.16% | 60 |
|
|
2024
Q3 | $363K | Sell |
9,442
-337
| -3% | -$13K | 0.17% | 61 |
|
|
2024
Q2 | $354K | Buy |
9,779
+2,538
| +35% | +$91.8K | 0.18% | 60 |
|
|
2024
Q1 | $266K | Sell |
7,241
-425
| -6% | -$15.6K | 0.14% | 70 |
|
|
2023
Q4 | $255K | Sell |
7,666
-55
| -0.7% | -$1.83K | 0.14% | 65 |
|
|
2023
Q3 | $229K | Buy |
7,721
+308
| +4% | +$9.12K | 0.15% | 64 |
|
|
2023
Q2 | $232K | Hold |
7,413
| – | – | 0.16% | 62 |
|
|
2023
Q1 | $214K | Buy |
+7,413
| New | +$214K | 0.15% | 72 |
|
|
2022
Q3 | – | Sell |
-8,767
| Closed | -$230K | – | 60 |
|
|
2022
Q2 | $230K | Buy |
+8,767
| New | +$230K | 0.24% | 43 |
|
|
2021
Q4 | $382K | Buy |
+10,906
| New | +$382K | 0.37% | 30 |
|