Global Financial Private Client’s ChargePoint CHPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5
| Closed | -$123 | – | 1666 |
|
|
2024
Q3 | $123 | Buy |
+5
| New | +$123 | ﹤0.01% | 800 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 691 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 705 |
|
|
2023
Q2 | – | Sell |
-201
| Closed | -$41.5K | – | 676 |
|
|
2023
Q1 | $41.5K | Hold |
201
| – | – | 0.02% | 297 |
|
|
2022
Q4 | $38.4K | Buy |
201
+2
| +1% | +$382 | 0.02% | 298 |
|
|
2022
Q3 | $59.9K | Buy |
+199
| New | +$59.9K | 0.03% | 253 |
|
|
2022
Q1 | – | Sell |
-175
| Closed | -$66.7K | – | 657 |
|
|
2021
Q4 | $66.7K | Buy |
175
+58
| +50% | +$22.1K | 0.03% | 243 |
|
|
2021
Q3 | $45K | Buy |
+117
| New | +$45K | 0.02% | 252 |
|