Cetera Advisors’s ChargePoint CHPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $740K | Buy |
19,479
+17,195
| +753% | +$653K | 0.01% | 1327 |
|
|
2023
Q4 | $107K | Buy |
2,284
+1,498
| +191% | +$70.1K | ﹤0.01% | 1697 |
|
|
2023
Q3 | $78.1K | Buy |
+786
| New | +$78.1K | ﹤0.01% | 1624 |
|
|
2023
Q2 | – | Sell |
-4,293
| Closed | -$899K | – | 1663 |
|
|
2023
Q1 | $899K | Buy |
4,293
+367
| +9% | +$76.9K | 0.02% | 735 |
|
|
2022
Q4 | $748K | Buy |
3,926
+678
| +21% | +$129K | 0.01% | 784 |
|
|
2022
Q3 | $959K | Buy |
3,248
+679
| +26% | +$200K | 0.03% | 552 |
|
|
2022
Q2 | $703K | Buy |
2,569
+1,415
| +123% | +$387K | 0.02% | 697 |
|
|
2022
Q1 | $459K | Sell |
1,154
-1,643
| -59% | -$653K | 0.01% | 923 |
|
|
2021
Q4 | $1.07M | Buy |
+2,797
| New | +$1.07M | 0.02% | 575 |
|