CreativeOne Wealth’s ChargePoint CHPT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-648
Closed -$7.84K 1125
2025
Q1
$7.84K Buy
648
+30
+5% +$363 ﹤0.01% 1054
2024
Q4
$13.2K Sell
618
-57
-8% -$1.22K ﹤0.01% 1060
2024
Q3
$18.5K Buy
+675
New +$18.5K ﹤0.01% 941
2024
Q2
Sell
-778
Closed -$30K 787
2024
Q1
$30K Buy
+778
New +$30K ﹤0.01% 867
2023
Q3
Sell
-1,134
Closed -$199K 623
2023
Q2
$199K Buy
1,134
+156
+16% +$27.4K 0.01% 790
2023
Q1
$205K Buy
978
+293
+43% +$61.4K 0.01% 749
2022
Q4
$131K Buy
685
+119
+21% +$22.8K 0.01% 712
2022
Q3
$167K Sell
566
-1,041
-65% -$307K 0.01% 673
2022
Q2
$440K Buy
+1,607
New +$440K 0.02% 447
2022
Q1
Sell
-606
Closed -$231K 746
2021
Q4
$231K Buy
+606
New +$231K 0.01% 672