LPL Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $1.51M | Sell |
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|
2024
Q4 | $1.65M | Sell |
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|
2024
Q3 | $1.69M | Sell |
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|
2024
Q2 | $1.59M | Sell |
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|
2024
Q1 | $1.69M | Sell |
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|
2023
Q4 | $2.38M | Buy |
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|
2023
Q3 | $2.07M | Buy |
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|
2023
Q2 | $2.18M | Sell |
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|
2023
Q1 | $2.37M | Buy |
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|
2022
Q4 | $1.53M | Buy |
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|
2022
Q3 | $1.31M | Buy |
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|
2022
Q2 | $1.31M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.57M | Buy |
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|
2021
Q3 | $1.33M | Sell |
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|
2021
Q2 | $1.36M | Buy |
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|
2021
Q1 | $1.2M | Buy |
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|
2020
Q4 | $1.12M | Sell |
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|
2020
Q3 | $1.09M | Buy |
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|
2020
Q2 | $811K | Buy |
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|
2020
Q1 | $577K | Buy |
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|
2019
Q4 | $480K | Buy |
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|
2019
Q3 | $342K | Buy |
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|
2019
Q2 | $321K | Buy |
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