Independent Advisor Alliance’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 |
-581
| Closed | -$15.9K | – | 1351 |
|
|
2024
Q3 | $15.9K | Sell |
581
-30
| -5% | -$822 | ﹤0.01% | 702 |
|
|
2024
Q2 | $18.5K | Sell |
611
-49
| -7% | -$1.48K | ﹤0.01% | 696 |
|
|
2024
Q1 | $25.1K | Sell |
660
-337
| -34% | -$12.8K | ﹤0.01% | 692 |
|
|
2023
Q4 | $46.7K | Buy |
997
+254
| +34% | +$11.9K | ﹤0.01% | 662 |
|
|
2023
Q3 | $73.9K | Sell |
743
-102
| -12% | -$10.1K | ﹤0.01% | 631 |
|
|
2023
Q2 | $149K | Sell |
845
-116
| -12% | -$20.4K | 0.01% | 634 |
|
|
2023
Q1 | $201K | Sell |
961
-113
| -11% | -$23.7K | 0.01% | 620 |
|
|
2022
Q4 | $205 | Buy |
1,074
+75
| +8% | +$14 | ﹤0.01% | 381 |
|
|
2022
Q3 | $295K | Buy |
999
+196
| +24% | +$57.9K | 0.02% | 482 |
|
|
2022
Q2 | $220K | Sell |
803
-44
| -5% | -$12.1K | 0.01% | 553 |
|
|
2022
Q1 | $337K | Sell |
847
-272
| -24% | -$108K | 0.02% | 486 |
|
|
2021
Q4 | $426K | Buy |
1,119
+154
| +16% | +$58.6K | 0.02% | 428 |
|
|
2021
Q3 | $386K | Buy |
965
+120
| +14% | +$48K | 0.02% | 433 |
|
|
2021
Q2 | $587K | Buy |
845
+182
| +27% | +$126K | 0.03% | 353 |
|
|
2021
Q1 | $354K | Buy |
+663
| New | +$354K | 0.02% | 452 |
|