Pathstone Family Office’s ChargePoint CHPT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$114K Sell
1,143
-545
-32% -$54.2K ﹤0.01% 1573
2023
Q2
$298K Buy
1,688
+18
+1% +$3.17K ﹤0.01% 962
2023
Q1
$350K Sell
1,670
-1,391
-45% -$291K 0.01% 846
2022
Q4
$583K Sell
3,061
-1,675
-35% -$319K 0.01% 1027
2022
Q3
$1.4M Buy
4,736
+3,094
+188% +$913K 0.01% 578
2022
Q2
$450K Buy
+1,642
New +$450K 0.01% 621
2021
Q1
Sell
-31
Closed -$25K 768
2020
Q4
$25K Buy
+31
New +$25K ﹤0.01% 630