NWM
Nicola Wealth Management’s ChargePoint CHPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-250,000
| Closed | -$475K | – | 110 |
|
|
2024
Q1 | $475K | Sell |
250,000
-80,000
| -24% | -$152K | 0.05% | 113 |
|
|
2023
Q4 | $772K | Sell |
330,000
-50,000
| -13% | -$117K | 0.08% | 112 |
|
|
2023
Q3 | $1.89M | Hold |
380,000
| – | – | 0.2% | 92 |
|
|
2023
Q2 | $3.34M | Buy |
380,000
+80,000
| +27% | +$703K | 0.33% | 69 |
|
|
2023
Q1 | $3.14M | Sell |
300,000
-35,000
| -10% | -$366K | 0.31% | 76 |
|
|
2022
Q4 | $3.19M | Buy |
335,000
+45,000
| +16% | +$429K | 0.32% | 74 |
|
|
2022
Q3 | $4.28M | Hold |
290,000
| – | – | 0.47% | 70 |
|
|
2022
Q2 | $3.97M | Buy |
290,000
+42,000
| +17% | +$575K | 0.38% | 75 |
|
|
2022
Q1 | $4.93M | Buy |
248,000
+57,000
| +30% | +$1.13M | 0.43% | 71 |
|
|
2021
Q4 | $3.64M | Buy |
191,000
+26,000
| +16% | +$495K | 0.34% | 86 |
|
|
2021
Q3 | $3.3M | Buy |
165,000
+30,000
| +22% | +$600K | 0.34% | 87 |
|
|
2021
Q2 | $4.69M | Buy |
135,000
+15,000
| +13% | +$521K | 0.48% | 82 |
|
|
2021
Q1 | $3.2M | Buy |
+120,000
| New | +$3.2M | 0.36% | 87 |
|