JFS Wealth Advisors’s ChargePoint CHPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6
| Closed | -$1.15K | – | 1984 |
|
|
2023
Q1 | $1.15K | Hold |
6
| – | – | ﹤0.01% | 1538 |
|
|
2022
Q4 | $1.05K | Hold |
6
| – | – | ﹤0.01% | 1582 |
|
|
2022
Q3 | $2K | Hold |
6
| – | – | ﹤0.01% | 1289 |
|
|
2022
Q2 | $2K | Hold |
6
| – | – | ﹤0.01% | 1290 |
|
|
2022
Q1 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 1386 |
|