Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,522
| Closed | -$135K | – | 1297 |
|
|
2024
Q3 | $135K | Buy |
3,522
+408
| +13% | +$15.6K | 0.04% | 310 |
|
|
2024
Q2 | $112K | Sell |
3,114
-200
| -6% | -$7.19K | 0.03% | 334 |
|
|
2024
Q1 | $122K | Buy |
3,314
+7
| +0.2% | +$257 | 0.04% | 317 |
|
|
2023
Q4 | $109K | Hold |
3,307
| – | – | 0.04% | 321 |
|
|
2023
Q3 | $97.9K | Buy |
+3,307
| New | +$97.9K | 0.04% | 317 |
|
|
2023
Q1 | $52K | Buy |
+1,808
| New | +$52K | 0.02% | 441 |
|