Waldron Private Wealth’s ChargePoint CHPT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,416
Closed -$53.8K 423
2024
Q1
$53.8K Buy
1,416
+886
+167% +$33.7K ﹤0.01% 418
2023
Q4
$24.8K Buy
+530
New +$24.8K ﹤0.01% 412