AE Wealth Management’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 |
-1,524
| Closed | -$59.1K | – | 1290 |
|
|
2023
Q4 | $59.1K | Sell |
1,524
-71
| -4% | -$2.76K | ﹤0.01% | 1974 |
|
|
2023
Q3 | $159K | Buy |
1,595
+15
| +0.9% | +$1.49K | ﹤0.01% | 1804 |
|
|
2023
Q2 | $278K | Hold |
1,580
| – | – | ﹤0.01% | 1638 |
|
|
2023
Q1 | $331K | Buy |
1,580
+92
| +6% | +$19.3K | ﹤0.01% | 1504 |
|
|
2022
Q4 | $284K | Sell |
1,488
-419
| -22% | -$79.8K | ﹤0.01% | 1521 |
|
|
2022
Q3 | $563K | Buy |
1,907
+160
| +9% | +$47.2K | ﹤0.01% | 1189 |
|
|
2022
Q2 | $478K | Buy |
1,747
+920
| +111% | +$252K | ﹤0.01% | 1223 |
|
|
2022
Q1 | $329K | Sell |
827
-1,240
| -60% | -$493K | ﹤0.01% | 1381 |
|
|
2021
Q4 | $787K | Buy |
2,067
+1,562
| +309% | +$595K | 0.01% | 1045 |
|
|
2021
Q3 | $202K | Buy |
505
+81
| +19% | +$32.4K | ﹤0.01% | 1521 |
|
|
2021
Q2 | $294K | Buy |
+424
| New | +$294K | ﹤0.01% | 1346 |
|