Capital Performance Advisors’s ChargePoint CHPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.27K | Sell |
659
-771
| -54% | -$10.8K | ﹤0.01% | 271 |
|
|
2025
Q1 | $17.3K | Buy |
+1,430
| New | +$17.3K | ﹤0.01% | 259 |
|
|
2024
Q4 | – | Sell |
-202
| Closed | -$5.53K | – | 637 |
|
|
2024
Q3 | $5.53K | Buy |
+202
| New | +$5.53K | ﹤0.01% | 1076 |
|
|
2023
Q4 | – | Sell |
-800
| Closed | -$79.5K | – | 80 |
|
|
2023
Q3 | $79.5K | Buy |
+800
| New | +$79.5K | 0.04% | 54 |
|