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Trimming One Stock, Adding to Another

·1 min read
Trimming One Stock, Adding to Another

After you receive this alert we will sell 1,000 shares of ChargePoint at approximately $16.25 per share. This will bring our share ownership down to 9,000, approximately 4% of the portfolio. In addition, we will add 100 shares of SPDR Gold Shares at approximately $166.60, bringing our total to 312 shares, nearly 1.5% of the portfolio.