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IWM
IHT Wealth Management’s
ChargePoint
CHPT
Stock Holding History
IHT Wealth Management’s Portfolio
CHPT Stock Details
CHPT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-545
Closed
-$20.7K
–
1029
2024
Q1
$20.7K
Buy
545
+39
+8%
+$1.53K
﹤0.01%
1006
2023
Q4
$23.7K
Sell
506
-78
-13%
-$4.36K
﹤0.01%
969
2023
Q3
$58.1K
Sell
584
-668
-53%
-$96.9K
﹤0.01%
936
2023
Q2
$220K
Buy
1,252
+38
+3%
+$6.66K
0.01%
844
2023
Q1
$254K
Sell
1,214
-25
-2%
-$5.45K
0.01%
758
2022
Q4
$236K
Sell
1,239
-37
-3%
-$8.99K
0.01%
758
2022
Q3
$377K
Buy
+1,276
New
+$387K
0.03%
537
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$1.66T AUM
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1-Year Est. Return
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$1.02T AUM
30.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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