AWM
CRGE

Axxcess Wealth Management’s Charge Enterprises, Inc. Common Stock CRGE Stock Holding History

Axxcess Wealth Management’s Portfolio CRGE Stock Details CRGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-15,000
Closed -$1.71K – 944
2023
Q4 		$1.71K Buy
+15,000
New +$4.07K ﹤0.01% 833

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Axxcess Wealth Management's CRGE Position: Q1 2024 in Review

Axxcess Wealth Management sold out of Charge Enterprises, Inc. Common Stock (CRGE) in Q1 2024, closing a stake of 15,000 shares — an estimated $1.71K sold.

Axxcess Wealth Management first reported a position in CRGE in Q4 2023 and held it in 1 quarter. The position peaked at $1.71K in Q4 2023. 9 funds tracked by Wall St. Rank hold CRGE as of Q1 2024.

  • Axxcess Wealth Management reported no remaining Charge Enterprises, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 15,000 Charge Enterprises, Inc. Common Stock shares in Q1 2024, an estimated $1.71K.
  • Axxcess Wealth Management first reported a position in Charge Enterprises, Inc. Common Stock in Q4 2023 and held it in 1 quarter.
  • Axxcess Wealth Management's Charge Enterprises, Inc. Common Stock position peaked at $1.71K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held Charge Enterprises, Inc. Common Stock as of Q1 2024.

Based on Axxcess Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.