Beacon Pointe Advisors’s ChargePoint CHPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-677
| Closed | -$18.5K | – | 1202 |
|
|
2024
Q3 | $18.5K | Sell |
677
-226
| -25% | -$6.19K | ﹤0.01% | 1196 |
|
|
2024
Q2 | $27.3K | Sell |
903
-80
| -8% | -$2.42K | ﹤0.01% | 1229 |
|
|
2024
Q1 | $37.4K | Sell |
983
-66
| -6% | -$2.51K | ﹤0.01% | 1309 |
|
|
2023
Q4 | $49.1K | Sell |
1,049
-513
| -33% | -$24K | ﹤0.01% | 1279 |
|
|
2023
Q3 | $155K | Buy |
1,562
+434
| +38% | +$43.1K | ﹤0.01% | 1240 |
|
|
2023
Q2 | $198K | Sell |
1,128
-251
| -18% | -$44.1K | ﹤0.01% | 1007 |
|
|
2023
Q1 | $289K | Sell |
1,379
-359
| -21% | -$75.2K | ﹤0.01% | 952 |
|
|
2022
Q4 | $331K | Sell |
1,738
-364
| -17% | -$69.4K | 0.01% | 829 |
|
|
2022
Q3 | $620K | Buy |
2,102
+318
| +18% | +$93.8K | 0.01% | 580 |
|
|
2022
Q2 | $490K | Buy |
1,784
+9
| +0.5% | +$2.47K | 0.01% | 659 |
|
|
2022
Q1 | $706K | Buy |
1,775
+341
| +24% | +$136K | 0.01% | 713 |
|
|
2021
Q4 | $546K | Sell |
1,434
-198
| -12% | -$75.4K | 0.01% | 545 |
|
|
2021
Q3 | $652K | Buy |
1,632
+629
| +63% | +$251K | 0.02% | 483 |
|
|
2021
Q2 | $697K | Buy |
1,003
+229
| +30% | +$159K | 0.02% | 403 |
|
|
2021
Q1 | $415K | Buy |
+774
| New | +$415K | 0.03% | 321 |
|