Laird Norton Wetherby Wealth Management’s AXS Change Finance ESG ETF CHGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $364K | Hold |
9,594
| – | – | 0.02% | 638 |
|
|
2024
Q3 | $369K | Hold |
9,594
| – | – | 0.02% | 661 |
|
|
2024
Q2 | $347K | Hold |
9,594
| – | – | 0.02% | 657 |
|
|
2024
Q1 | $352K | Hold |
9,594
| – | – | 0.02% | 683 |
|
|
2023
Q4 | $319K | Hold |
9,594
| – | – | 0.02% | 699 |
|
|
2023
Q3 | $284K | Hold |
9,594
| – | – | 0.02% | 698 |
|
|
2023
Q2 | $300K | Hold |
9,594
| – | – | 0.02% | 711 |
|
|
2023
Q1 | $277K | Hold |
9,594
| – | – | 0.02% | 732 |
|
|
2022
Q4 | $260K | Hold |
9,594
| – | – | 0.02% | 731 |
|
|
2022
Q3 | $238K | Hold |
9,594
| – | – | 0.02% | 742 |
|
|
2022
Q2 | $251K | Sell |
9,594
-13,800
| -59% | -$361K | 0.02% | 740 |
|
|
2022
Q1 | $734K | Hold |
23,394
| – | – | 0.04% | 393 |
|
|
2021
Q4 | $820K | Hold |
23,394
| – | – | 0.05% | 360 |
|
|
2021
Q3 | $761K | Hold |
23,394
| – | – | 0.05% | 368 |
|
|
2021
Q2 | $771K | Buy |
23,394
+13,800
| +144% | +$455K | 0.05% | 371 |
|
|
2021
Q1 | $289K | Sell |
9,594
-13,800
| -59% | -$416K | 0.02% | 614 |
|
|
2020
Q4 | $672K | Buy |
23,394
+13,800
| +144% | +$396K | 0.05% | 369 |
|
|
2020
Q3 | $245K | Buy |
+9,594
| New | +$245K | 0.02% | 584 |
|
|
2020
Q1 | – | Sell |
-13,800
| Closed | -$321K | – | 758 |
|
|
2019
Q4 | $321K | Hold |
13,800
| – | – | 0.03% | 523 |
|
|
2019
Q3 | $300K | Hold |
13,800
| – | – | 0.03% | 550 |
|
|
2019
Q2 | $297K | Hold |
13,800
| – | – | 0.03% | 538 |
|
|
2019
Q1 | $283K | Hold |
13,800
| – | – | 0.04% | 530 |
|
|
2018
Q4 | $244K | Hold |
13,800
| – | – | 0.03% | 528 |
|
|
2018
Q3 | $283K | Buy |
+13,800
| New | +$283K | 0.04% | 512 |
|
|
2018
Q2 | – | Sell |
-13,800
| Closed | -$258K | – | 669 |
|
|
2018
Q1 | $258K | Buy |
+13,800
| New | +$258K | 0.04% | 522 |
|