WCG Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $8.65M | Sell |
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|
2024
Q4 | $9.72M | Buy |
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|
2024
Q3 | $9.73M | Sell |
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|
2024
Q2 | $9.15M | Buy |
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|
2024
Q1 | $8.22M | Buy |
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|
2023
Q4 | $7.14M | Sell |
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|
2023
Q3 | $7.09M | Sell |
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|
2023
Q2 | $7.07M | Buy |
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|
2023
Q1 | $5.53M | Sell |
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|
2022
Q4 | $5.21M | Buy |
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|
2022
Q3 | $4.74M | Sell |
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|
2022
Q2 | $4.85M | Buy |
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