Colonial Trust Advisors’s ChargePoint CHPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6
| Closed | -$166 | – | 698 |
|
|
2024
Q3 | $166 | Hold |
6
| – | – | ﹤0.01% | 736 |
|
|
2024
Q2 | $183 | Hold |
6
| – | – | ﹤0.01% | 737 |
|
|
2024
Q1 | $230 | Sell |
6
-13
| -68% | -$498 | ﹤0.01% | 968 |
|
|
2023
Q4 | $868 | Hold |
19
| – | – | ﹤0.01% | 784 |
|
|
2023
Q3 | $1.84K | Sell |
19
-12
| -39% | -$1.17K | ﹤0.01% | 732 |
|
|
2023
Q2 | $5.46K | Sell |
31
-25
| -45% | -$4.4K | ﹤0.01% | 614 |
|
|
2023
Q1 | $11.7K | Hold |
56
| – | – | ﹤0.01% | 489 |
|
|
2022
Q4 | $10.7K | Buy |
+56
| New | +$10.7K | ﹤0.01% | 508 |
|