Pathstone Family Office’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
2023
Q3
$389K Sell
2023
Q2
$412K Sell
2023
Q1
$409K Sell
2022
Q4
$4.75M Sell
2022
Q3
$4.88M Buy
2022
Q2
$2.87M Sell
2022
Q1
$4.17M Sell
2021
Q4
$4.67M Sell
2021
Q3
$4.35M Buy
2021
Q2
$3.65M Sell
2021
Q1
$3.38M Buy