Focused Wealth Management’s ChargePoint CHPT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-28	Closed	-$1.29K	–	328
2023 Q4	$1.29K	Hold	28	–	–	﹤0.01%	829
2023 Q3	$2.73K	Hold	28	–	–	﹤0.01%	733
2023 Q2	$4.83K	Hold	28	–	–	﹤0.01%	674
2023 Q1	$5.76K	Buy	28 +4	+17%	+$871	﹤0.01%	641
2022 Q4	$4.51K	Sell	24 -4	-14%	-$972	﹤0.01%	674
2022 Q3	$8K	Hold	28	–	–	﹤0.01%	519
2022 Q2	$8K	Sell	28 -4	-13%	-$1.11K	﹤0.01%	527
2022 Q1	$13K	Sell	32 -26	-45%	-$8.02K	﹤0.01%	510
2021 Q4	$22K	Hold	58	–	–	﹤0.01%	476
2021 Q3	$23K	Hold	58	–	–	﹤0.01%	477
2021 Q2	$41K	Buy	58 +55	+1,833%	+$29.1K	0.01%	407
2021 Q1	$2K	Buy	+3	New	+$2.02K	﹤0.01%	794