Avantax Advisory Services’s ChargePoint CHPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-735
| Closed | -$22.2K | – | 2133 |
|
|
2024
Q2 | $22.2K | Buy |
735
+224
| +44% | +$6.77K | ﹤0.01% | 2054 |
|
|
2024
Q1 | $19.4K | Sell |
511
-4,137
| -89% | -$157K | ﹤0.01% | 1628 |
|
|
2023
Q4 | $218K | Sell |
4,648
-527
| -10% | -$24.7K | ﹤0.01% | 1432 |
|
|
2023
Q3 | $514K | Buy |
5,175
+712
| +16% | +$70.8K | 0.01% | 939 |
|
|
2023
Q2 | $785K | Buy |
4,463
+328
| +8% | +$57.7K | 0.01% | 772 |
|
|
2023
Q1 | $866K | Buy |
4,135
+64
| +2% | +$13.4K | 0.01% | 703 |
|
|
2022
Q4 | $776K | Buy |
4,071
+1,048
| +35% | +$200K | 0.01% | 712 |
|
|
2022
Q3 | $892K | Buy |
3,023
+1,799
| +147% | +$531K | 0.01% | 591 |
|
|
2022
Q2 | $335K | Buy |
+1,224
| New | +$335K | 0.01% | 957 |
|