HB Wealth Management’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
-1,687
Closed -$46.2K 1059
2024
Q3
$46.2K Buy
1,687
+128
+8% +$3.51K ﹤0.01% 934
2024
Q2
$47.1K Buy
1,559
+160
+11% +$4.83K ﹤0.01% 880
2024
Q1
$53.2K Buy
1,399
+89
+7% +$3.38K ﹤0.01% 829
2023
Q4
$61.3K Sell
1,310
-178
-12% -$8.33K ﹤0.01% 771
2023
Q3
$148K Buy
1,488
+17
+1% +$1.69K ﹤0.01% 729
2023
Q2
$259K Sell
1,471
-52
-3% -$9.14K ﹤0.01% 590
2023
Q1
$319K Buy
1,523
+40
+3% +$8.38K 0.01% 519
2022
Q4
$283K Buy
+1,483
New +$283K 0.01% 531