Private Advisory Group’s ChargePoint CHPT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-8,337	Closed	-$829K	–	199
2023 Q3	$829K	Sell	8,337 -749	-8%	-$74.4K	0.16%	108
2023 Q2	$1.6M	Sell	9,086 -2,152	-19%	-$378K	0.32%	81
2023 Q1	$2.35M	Buy	+11,238	New	+$2.35M	0.5%	51