Laurel Wealth Planning’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
Q1
Sell
-1,237
Closed -$33.5K 215
2022
Q4
$33.5K Hold
1,237
0.02% 114
2022
Q3
$31K Buy
+1,237
New +$31K 0.02% 112