Lake Street Private Wealth’s ChargePoint CHPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-654
| Closed | -$65.1K | – | 307 |
|
|
2023
Q3 | $65.1K | Hold |
654
| – | – | 0.01% | 273 |
|
|
2023
Q2 | $115K | Buy |
654
+5
| +0.8% | +$878 | 0.02% | 275 |
|
|
2023
Q1 | $136K | Sell |
649
-1
| -0.2% | -$209 | 0.03% | 271 |
|
|
2022
Q4 | $124K | Sell |
650
-19
| -3% | -$3.62K | 0.03% | 268 |
|
|
2022
Q3 | $197K | Buy |
669
+23
| +4% | +$6.77K | 0.05% | 262 |
|
|
2022
Q2 | $177K | Sell |
646
-153
| -19% | -$41.9K | 0.04% | 279 |
|
|
2022
Q1 | $318K | Buy |
799
+174
| +28% | +$69.3K | 0.06% | 241 |
|
|
2021
Q4 | $238K | Buy |
+625
| New | +$238K | 0.04% | 289 |
|