Ascent Wealth Partners’s ChargePoint CHPT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-4,135	Closed	-$706K	–	164
2023 Q2	$706K	Sell	4,135 -107	-3%	-$18.3K	0.12%	117
2023 Q1	$888K	Buy	4,242 +212	+5%	+$44.4K	0.18%	104
2022 Q4	$768K	Buy	+4,030	New	+$768K	0.17%	108