Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,031
| Closed | -$74.8K | – | 4290 |
|
|
2025
Q1 | $74.8K | Hold |
2,031
| – | – | ﹤0.01% | 2185 |
|
|
2024
Q4 | $77.1K | Hold |
2,031
| – | – | ﹤0.01% | 2111 |
|
|
2024
Q3 | $78.2K | Hold |
2,031
| – | – | ﹤0.01% | 2010 |
|
|
2024
Q2 | $73.4K | Hold |
2,031
| – | – | ﹤0.01% | 1921 |
|
|
2024
Q1 | $74.5K | Hold |
2,031
| – | – | ﹤0.01% | 1901 |
|
|
2023
Q4 | $67.5K | Hold |
2,031
| – | – | ﹤0.01% | 1846 |
|
|
2023
Q3 | $60.1K | Hold |
2,031
| – | – | ﹤0.01% | 1822 |
|
|
2023
Q2 | $63.5K | Hold |
2,031
| – | – | ﹤0.01% | 1781 |
|
|
2023
Q1 | $58.6K | Hold |
2,031
| – | – | ﹤0.01% | 1809 |
|
|
2022
Q4 | $55.1K | Hold |
2,031
| – | – | ﹤0.01% | 1800 |
|
|
2022
Q3 | $50K | Hold |
2,031
| – | – | ﹤0.01% | 1795 |
|
|
2022
Q2 | $53K | Hold |
2,031
| – | – | ﹤0.01% | 1785 |
|
|
2022
Q1 | $64K | Buy |
+2,031
| New | +$64K | ﹤0.01% | 1796 |
|