Glassman Wealth Services’s ChargePoint CHPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-86
| Closed | -$4.02K | – | 514 |
|
|
2023
Q4 | $4.02K | Sell |
86
-6
| -7% | -$280 | ﹤0.01% | 1139 |
|
|
2023
Q3 | $9.17K | Buy |
+92
| New | +$9.17K | ﹤0.01% | 881 |
|
|
2023
Q1 | – | Sell |
-78
| Closed | -$14.8K | – | 1912 |
|
|
2022
Q4 | $14.8K | Sell |
78
-9
| -10% | -$1.71K | ﹤0.01% | 735 |
|
|
2022
Q3 | $26K | Buy |
87
+2
| +2% | +$598 | 0.01% | 549 |
|
|
2022
Q2 | $23K | Sell |
85
-12
| -12% | -$3.25K | ﹤0.01% | 586 |
|
|
2022
Q1 | $39K | Buy |
97
+76
| +362% | +$30.6K | 0.01% | 464 |
|
|
2021
Q4 | $8K | Sell |
21
-72
| -77% | -$27.4K | ﹤0.01% | 857 |
|
|
2021
Q3 | $37K | Hold |
93
| – | – | 0.01% | 420 |
|
|
2021
Q2 | $64K | Buy |
93
+18
| +24% | +$12.4K | 0.01% | 301 |
|
|
2021
Q1 | $40K | Buy |
+75
| New | +$40K | 0.01% | 367 |
|