Integrated Wealth Concepts’s ChargePoint CHPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-23,089
| Closed | -$279K | – | 1912 |
|
|
2025
Q1 | $279K | Buy |
23,089
+22,316
| +2,887% | +$270K | ﹤0.01% | 1450 |
|
|
2024
Q4 | $16.6K | Sell |
773
-1,736
| -69% | -$37.2K | ﹤0.01% | 1707 |
|
|
2024
Q3 | $68.7K | Buy |
2,509
+1,484
| +145% | +$40.7K | ﹤0.01% | 1629 |
|
|
2024
Q2 | $31K | Buy |
1,025
+136
| +15% | +$4.11K | ﹤0.01% | 1625 |
|
|
2024
Q1 | $33.8K | Buy |
+889
| New | +$33.8K | ﹤0.01% | 1627 |
|
|
2023
Q4 | – | Sell |
-658
| Closed | -$65.4K | – | 1600 |
|
|
2023
Q3 | $65.4K | Buy |
+658
| New | +$65.4K | ﹤0.01% | 1504 |
|