Sargent Bickham Lagudis’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $63K | Hold |
2,323
| – | – | 0.01% | 400 |
|
|
2022
Q3 | $58K | Hold |
2,323
| – | – | 0.01% | 388 |
|
|
2022
Q2 | $61K | Buy |
2,323
+96
| +4% | +$2.52K | 0.01% | 387 |
|
|
2022
Q1 | $70K | Hold |
2,227
| – | – | 0.01% | 391 |
|
|
2021
Q4 | $78K | Buy |
2,227
+22
| +1% | +$771 | 0.01% | 375 |
|
|
2021
Q3 | $72K | Buy |
2,205
+31
| +1% | +$1.01K | 0.01% | 383 |
|
|
2021
Q2 | $72K | Buy |
2,174
+58
| +3% | +$1.92K | 0.01% | 395 |
|
|
2021
Q1 | $64K | Buy |
+2,116
| New | +$64K | 0.01% | 397 |
|