Financial Architects (New Jersey)’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
Q2 | $535K | Sell |
17,112
-1,887
| -10% | -$59K | 0.08% | 201 |
|
|
2023
Q1 | $549K | Sell |
18,999
-372
| -2% | -$10.7K | 0.09% | 195 |
|
|
2022
Q4 | $525K | Buy |
19,371
+1,655
| +9% | +$44.9K | 0.09% | 206 |
|
|
2022
Q3 | $440K | Buy |
+17,716
| New | +$440K | 0.08% | 208 |
|
|
2022
Q2 | – | Sell |
-11,496
| Closed | -$361K | – | 329 |
|
|
2022
Q1 | $361K | Buy |
11,496
+1,960
| +21% | +$61.5K | 0.05% | 235 |
|
|
2021
Q4 | $334K | Buy |
+9,536
| New | +$334K | 0.05% | 253 |
|