EverSource Wealth Advisors’s ChargePoint CHPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82K | Sell |
129
-102
| -44% | -$1.44K | ﹤0.01% | 3532 |
|
|
2025
Q1 | $2.8K | Buy |
231
+217
| +1,550% | +$2.63K | ﹤0.01% | 2767 |
|
|
2024
Q4 | $303 | Buy |
+14
| New | +$303 | ﹤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% | 1912 |
|
|
2023
Q1 | $3.67K | Hold |
18
| – | – | ﹤0.01% | 1745 |
|
|
2022
Q4 | $3.34K | Buy |
+18
| New | +$3.34K | ﹤0.01% | 1742 |
|
|
2022
Q1 | – | Sell |
-10
| Closed | -$4K | – | 1726 |
|
|
2021
Q4 | $4K | Buy |
+10
| New | +$4K | ﹤0.01% | 1314 |
|