Laird Norton Wetherby Wealth Management’s AXS Change Finance ESG ETF CHGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $364K | Hold |
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|
2024
Q3 | $369K | Hold |
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|
2024
Q2 | $347K | Hold |
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|
2024
Q1 | $352K | Hold |
|
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|
2023
Q4 | $319K | Hold |
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|
2023
Q3 | $284K | Hold |
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|
2023
Q2 | $300K | Hold |
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|
2023
Q1 | $277K | Hold |
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|
2022
Q4 | $260K | Hold |
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|
2022
Q3 | $238K | Hold |
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|
2022
Q2 | $251K | Sell |
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|
2022
Q1 | $734K | Hold |
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|
2021
Q4 | $820K | Hold |
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|
2021
Q3 | $761K | Hold |
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|
2021
Q2 | $771K | Buy |
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|
2021
Q1 | $289K | Sell |
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|
2020
Q4 | $672K | Buy |
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|
2020
Q3 | $245K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $321K | Hold |
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|
2019
Q3 | $300K | Hold |
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|
2019
Q2 | $297K | Hold |
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|
2019
Q1 | $283K | Hold |
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|
2018
Q4 | $244K | Hold |
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|
2018
Q3 | $283K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $258K | Buy |
|