Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s ChargePoint CHPT Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CHPT Stock Details CHPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,794
Closed -$25.7K – 3611
2025
Q2 		$25.7K Sell
1,794
-7,188
-80% -$96.3K ﹤0.01% 3281
2025
Q1 		$109K Buy
+8,982
New +$150K ﹤0.01% 2748
2024
Q3 		– Sell
-833
Closed -$25.2K – 2820
2024
Q2 		$25.2K Buy
833
+92
+12% +$3K ﹤0.01% 2478
2024
Q1 		$28.2K Buy
741
+30
+4% +$1.18K ﹤0.01% 2373
2023
Q4 		$33.3K Sell
711
-13,313
-95% -$745K ﹤0.01% 2232
2023
Q3 		$1.39M Buy
+14,024
New +$2.03M ﹤0.01% 982

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