D.A. Davidson & Co’s ChargePoint CHPT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,177
Closed -$117K 1359
2023
Q3
$117K Buy
1,177
+72
+7% +$7.16K ﹤0.01% 1269
2023
Q2
$194K Buy
+1,105
New +$194K ﹤0.01% 1240
2022
Q3
Sell
-874
Closed -$239K 1282
2022
Q2
$239K Buy
874
+339
+63% +$92.7K ﹤0.01% 1108
2022
Q1
$213K Buy
+535
New +$213K ﹤0.01% 1187