Moneywise Inc’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
Q2
Sell
-9,766
Closed -$358K 62
2024
Q1
$358K Sell
9,766
-5,758
-37% -$211K 0.19% 47
2023
Q4
$516K Buy
15,524
+8,661
+126% +$288K 0.3% 34
2023
Q3
$203K Hold
6,863
0.13% 48
2023
Q2
$215K Buy
+6,863
New +$215K 0.13% 47