PWA
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Primoris Wealth Advisors’s ChargePoint CHPT Stock Holding History

Primoris Wealth Advisors’s Portfolio CHPT Stock Details CHPT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-69,060
Closed -$343K – 87
2023
Q3 		$343K Sell
69,060
-162,755
-70% -$809K 0.41% 52
2023
Q2 		$2.04M Buy
+231,815
New +$2.04M 2.23% 18