PWAG
Polaris Wealth Advisory Group’s ChargePoint CHPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $65.4K | Buy |
+13,154
| New | +$65.4K | 0.01% | 169 |
|
|
2023
Q2 | – | Sell |
-13,154
| Closed | -$138K | – | 152 |
|
|
2023
Q1 | $138K | Hold |
13,154
| – | – | 0.01% | 171 |
|
|
2022
Q4 | $143K | Hold |
13,154
| – | – | 0.01% | 171 |
|
|
2022
Q3 | $181K | Hold |
13,154
| – | – | 0.02% | 155 |
|
|
2022
Q2 | $180K | Hold |
13,154
| – | – | 0.01% | 131 |
|
|
2022
Q1 | $234K | Hold |
13,154
| – | – | 0.02% | 143 |
|
|
2021
Q4 | $251K | Buy |
+13,154
| New | +$251K | 0.01% | 158 |
|