JNBA Financial Advisors’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 |
-855
| Closed | -$10.3K | – | 659 |
|
|
2025
Q1 | $10.3K | Buy |
+855
| New | +$10.3K | ﹤0.01% | 454 |
|
|
2024
Q2 | – | Sell |
-50
| Closed | -$1.9K | – | 643 |
|
|
2024
Q1 | $1.9K | Hold |
50
| – | – | ﹤0.01% | 609 |
|
|
2023
Q4 | $2.34K | Hold |
50
| – | – | ﹤0.01% | 603 |
|
|
2023
Q3 | $4.97K | Hold |
50
| – | – | ﹤0.01% | 544 |
|
|
2023
Q2 | $8.79K | Hold |
50
| – | – | ﹤0.01% | 481 |
|
|
2023
Q1 | $10.5K | Hold |
50
| – | – | ﹤0.01% | 476 |
|
|
2022
Q4 | $9.53K | Hold |
50
| – | – | ﹤0.01% | 462 |
|
|
2022
Q3 | $15K | Hold |
50
| – | – | ﹤0.01% | 411 |
|
|
2022
Q2 | $14K | Buy |
+50
| New | +$14K | ﹤0.01% | 448 |
|