Clearstead Advisors’s ChargePoint CHPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352 | Hold |
|
|||||
|
2025
Q1 | $303 | Hold |
|
|||||
|
2024
Q4 | $535 | Hold |
|
|||||
|
2024
Q3 | $685 | Sell |
|
|||||
|
2024
Q2 | $3.87K | Sell |
|
|||||
|
2024
Q1 | $8.96K | Hold |
|
|||||
|
2023
Q4 | $12.2K | Sell |
|
|||||
|
2023
Q3 | $56.8K | Buy |
|
|||||
|
2023
Q2 | $50.2K | Sell |
|
|||||
|
2023
Q1 | $60K | Buy |
|
|||||
|
2022
Q4 | $29.4K | Sell |
|
|||||
|
2022
Q3 | $70K | Buy |
|
|||||
|
2022
Q2 | $60K | Buy |
|
|||||
|
2022
Q1 | $52K | Buy |
|
|||||
|
2021
Q4 | $18K | Hold |
|
|||||
|
2021
Q3 | $19K | Buy |
|
|||||
|
2021
Q2 | $7K | Hold |
|
|||||
|
2021
Q1 | $5K | Buy |
|