Optimum Investment Advisors’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 |
-40
| Closed | -$3.98K | – | 658 |
|
|
2023
Q3 | $3.98K | Hold |
40
| – | – | ﹤0.01% | 616 |
|
|
2023
Q2 | $7.03K | Sell |
40
-25
| -38% | -$4.4K | ﹤0.01% | 578 |
|
|
2023
Q1 | $13.6K | Hold |
65
| – | – | 0.01% | 528 |
|
|
2022
Q4 | $12.4K | Hold |
65
| – | – | 0.01% | 548 |
|
|
2022
Q3 | $19K | Hold |
65
| – | – | 0.01% | 497 |
|
|
2022
Q2 | $18K | Hold |
65
| – | – | 0.01% | 528 |
|
|
2022
Q1 | $26K | Sell |
65
-18
| -22% | -$7.2K | 0.01% | 535 |
|
|
2021
Q4 | $31K | Hold |
83
| – | – | 0.01% | 542 |
|
|
2021
Q3 | $33K | Buy |
83
+18
| +28% | +$7.16K | 0.01% | 526 |
|
|
2021
Q2 | $45K | Buy |
65
+25
| +63% | +$17.3K | 0.01% | 526 |
|
|
2021
Q1 | $21K | Buy |
+40
| New | +$21K | 0.01% | 651 |
|