WWA
CHGX
WCG Wealth Advisors’s AXS Change Finance ESG ETF CHGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-234,869
| Closed | -$8.65M | – | 348 |
|
|
2025
Q1 | $8.65M | Sell |
234,869
-21,141
| -8% | -$779K | 0.66% | 46 |
|
|
2024
Q4 | $9.72M | Buy |
256,010
+3,189
| +1% | +$121K | 0.64% | 44 |
|
|
2024
Q3 | $9.73M | Sell |
252,821
-254
| -0.1% | -$9.78K | 0.66% | 42 |
|
|
2024
Q2 | $9.15M | Buy |
253,075
+29,058
| +13% | +$1.05M | 0.68% | 44 |
|
|
2024
Q1 | $8.22M | Buy |
224,017
+9,052
| +4% | +$332K | 0.69% | 44 |
|
|
2023
Q4 | $7.14M | Sell |
214,965
-9,677
| -4% | -$321K | 0.52% | 51 |
|
|
2023
Q3 | $7.09M | Sell |
224,642
-2,080
| -0.9% | -$65.6K | 0.52% | 54 |
|
|
2023
Q2 | $7.07M | Buy |
226,722
+35,165
| +18% | +$1.1M | 0.83% | 36 |
|
|
2023
Q1 | $5.53M | Sell |
191,557
-508
| -0.3% | -$14.7K | 0.71% | 42 |
|
|
2022
Q4 | $5.21M | Buy |
192,065
+16,220
| +9% | +$440K | 0.71% | 40 |
|
|
2022
Q3 | $4.74M | Sell |
175,845
-9,372
| -5% | -$253K | 0.63% | 39 |
|
|
2022
Q2 | $4.85M | Buy |
+185,217
| New | +$4.85M | 0.67% | 39 |
|