Clearstead 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 | $352 | Hold |
25
| – | – | ﹤0.01% | 2519 |
|
|
2025
Q1 | $303 | Hold |
25
| – | – | ﹤0.01% | 2105 |
|
|
2024
Q4 | $535 | Hold |
25
| – | – | ﹤0.01% | 1974 |
|
|
2024
Q3 | $685 | Sell |
25
-103
| -80% | -$2.82K | ﹤0.01% | 1937 |
|
|
2024
Q2 | $3.87K | Sell |
128
-133
| -51% | -$4.02K | ﹤0.01% | 1725 |
|
|
2024
Q1 | $8.96K | Hold |
261
| – | – | ﹤0.01% | 1070 |
|
|
2023
Q4 | $12.2K | Sell |
261
-310
| -54% | -$14.5K | ﹤0.01% | 1024 |
|
|
2023
Q3 | $56.8K | Buy |
571
+285
| +100% | +$28.3K | ﹤0.01% | 863 |
|
|
2023
Q2 | $50.2K | Sell |
286
-1
| -0.3% | -$175 | ﹤0.01% | 729 |
|
|
2023
Q1 | $60K | Buy |
287
+133
| +86% | +$27.8K | ﹤0.01% | 622 |
|
|
2022
Q4 | $29.4K | Sell |
154
-82
| -35% | -$15.6K | ﹤0.01% | 727 |
|
|
2022
Q3 | $70K | Buy |
236
+16
| +7% | +$4.75K | 0.01% | 540 |
|
|
2022
Q2 | $60K | Buy |
220
+90
| +69% | +$24.5K | ﹤0.01% | 581 |
|
|
2022
Q1 | $52K | Buy |
130
+82
| +171% | +$32.8K | ﹤0.01% | 670 |
|
|
2021
Q4 | $18K | Hold |
48
| – | – | ﹤0.01% | 840 |
|
|
2021
Q3 | $19K | Buy |
48
+38
| +380% | +$15K | ﹤0.01% | 824 |
|
|
2021
Q2 | $7K | Hold |
10
| – | – | ﹤0.01% | 833 |
|
|
2021
Q1 | $5K | Buy |
+10
| New | +$5K | ﹤0.01% | 862 |
|