WealthPLAN Partners’s ChargePoint CHPT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,485
Closed -$361K 1326
2022
Q4
$361K Buy
+1,485
New +$361K 0.03% 292
2022
Q1
$216K Buy
833
+103
+14% +$26.7K 0.02% 363
2021
Q4
$202K Buy
+730
New +$202K 0.01% 366