Creative Planning’s Charge Enterprises, Inc. Common Stock CRGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,915
| Closed | -$1.47K | – | 2957 |
|
|
2023
Q4 | $1.47K | Sell |
12,915
-1,250
| -9% | -$143 | ﹤0.01% | 2714 |
|
|
2023
Q3 | $7.04K | Sell |
14,165
-31,665
| -69% | -$15.7K | ﹤0.01% | 2645 |
|
|
2023
Q2 | $44.9K | Sell |
45,830
-6,608
| -13% | -$6.48K | ﹤0.01% | 2423 |
|
|
2023
Q1 | $57.7K | Buy |
52,438
+3,758
| +8% | +$4.13K | ﹤0.01% | 2306 |
|
|
2022
Q4 | $60.4K | Sell |
48,680
-2,000
| -4% | -$2.48K | ﹤0.01% | 2194 |
|
|
2022
Q3 | $89K | Sell |
50,680
-20,000
| -28% | -$35.1K | ﹤0.01% | 2023 |
|
|
2022
Q2 | $337K | Buy |
+70,680
| New | +$337K | ﹤0.01% | 1533 |
|