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WCG Wealth Advisors’s ChargePoint CHPT Stock Holding History

WCG Wealth Advisors’s Portfolio CHPT Stock Details CHPT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-67,149
Closed -$640K – 159
2022
Q4 		$640K Buy
67,149
+1,169
+2% +$11.1K 0.09% 130
2022
Q3 		$1.01M Sell
65,980
-2,842
-4% -$43.3K 0.13% 123
2022
Q2 		$942K Buy
+68,822
New +$942K 0.13% 125