Advisory Resource Group’s ChargePoint CHPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,443
| Closed | -$67.5K | – | 161 |
|
|
2023
Q4 | $67.5K | Hold |
1,443
| – | – | 0.02% | 150 |
|
|
2023
Q3 | $143K | Buy |
1,443
+172
| +14% | +$17.1K | 0.04% | 151 |
|
|
2023
Q2 | $223K | Hold |
1,271
| – | – | 0.06% | 140 |
|
|
2023
Q1 | $266K | Buy |
1,271
+40
| +3% | +$8.38K | 0.07% | 133 |
|
|
2022
Q4 | $235K | Sell |
1,231
-198
| -14% | -$37.7K | 0.07% | 136 |
|
|
2022
Q3 | $422K | Hold |
1,429
| – | – | 0.14% | 85 |
|
|
2022
Q2 | $391K | Sell |
1,429
-147
| -9% | -$40.2K | 0.13% | 82 |
|
|
2022
Q1 | $626K | Buy |
1,576
+7
| +0.4% | +$2.78K | 0.19% | 63 |
|
|
2021
Q4 | $435K | Buy |
1,569
+154
| +11% | +$42.7K | 0.15% | 79 |
|
|
2021
Q3 | $566K | Buy |
+1,415
| New | +$566K | 0.21% | 73 |
|