EverSource Wealth Advisors’s ChargePoint CHPT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$49	Hold	10	–	–	﹤0.01%	4323
2025 Q4	$66	Hold	10	–	–	﹤0.01%	4150
2025 Q3	$109	Sell	10 -119	-92%	-$1.36K	﹤0.01%	4185
2025 Q2	$1.82K	Sell	129 -102	-44%	-$1.37K	﹤0.01%	3540
2025 Q1	$2.8K	Buy	231 +217	+1,550%	+$3.62K	﹤0.01%	2769
2024 Q4	$303	Buy	+14	New	+$347	﹤0.01%	3345
2023 Q4	–	Sell	-18	Closed	-$1.74K	–	2655
2023 Q3	$1.74K	Hold	18	–	–	﹤0.01%	2050
2023 Q2	$3.08K	Hold	18	–	–	﹤0.01%	1913
2023 Q1	$3.67K	Hold	18	–	–	﹤0.01%	1746
2022 Q4	$3.34K	Buy	+18	New	+$4.37K	﹤0.01%	1742
2022 Q1	–	Sell	-10	Closed	-$4K	–	1726
2021 Q4	$4K	Buy	+10	New	+$4.43K	﹤0.01%	1314