B. Riley Wealth Advisors’s ChargePoint CHPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-521
| Closed | -$51.8K | – | 1423 |
|
|
2024
Q1 | $51.8K | Buy |
+521
| New | +$51.8K | ﹤0.01% | 1395 |
|
|
2023
Q4 | – | Sell |
-521
| Closed | -$51.8K | – | 1414 |
|
|
2023
Q3 | $51.8K | Sell |
521
-183
| -26% | -$18.2K | ﹤0.01% | 1395 |
|
|
2023
Q2 | $124K | Buy |
704
+15
| +2% | +$2.64K | ﹤0.01% | 1411 |
|
|
2023
Q1 | $144K | Sell |
689
-159
| -19% | -$33.3K | ﹤0.01% | 1341 |
|
|
2022
Q4 | $162K | Buy |
848
+178
| +27% | +$33.9K | ﹤0.01% | 1304 |
|
|
2022
Q3 | $198K | Buy |
+670
| New | +$198K | 0.01% | 1231 |
|
|
2022
Q2 | – | Sell |
-560
| Closed | -$223K | – | 1260 |
|
|
2022
Q1 | $223K | Buy |
+560
| New | +$223K | 0.01% | 1161 |
|
|
2021
Q3 | – | Sell |
-289
| Closed | -$201K | – | 1420 |
|
|
2021
Q2 | $201K | Buy |
+289
| New | +$201K | 0.01% | 1215 |
|
|
2021
Q1 | – | Sell |
-600
| Closed | -$481K | – | 1361 |
|
|
2020
Q4 | $481K | Buy |
+600
| New | +$481K | 0.03% | 549 |
|