Thomas J. Herzfeld 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 | $6.26K | Buy |
+22
| New | +$6.26K | ﹤0.01% | 97 |
|
|
2024
Q1 | – | Sell |
-22
| Closed | -$1.04K | – | 153 |
|
|
2023
Q4 | $1.04K | Hold |
22
| – | – | ﹤0.01% | 154 |
|
|
2023
Q3 | $2.21K | Hold |
22
| – | – | ﹤0.01% | 315 |
|
|
2023
Q2 | $3.91K | Hold |
22
| – | – | ﹤0.01% | 282 |
|
|
2023
Q1 | $4.66K | Hold |
22
| – | – | ﹤0.01% | 238 |
|
|
2022
Q4 | $4.24K | Hold |
22
| – | – | ﹤0.01% | 253 |
|
|
2022
Q3 | $7K | Sell |
22
-4
| -15% | -$1.27K | ﹤0.01% | 174 |
|
|
2022
Q2 | $7K | Hold |
26
| – | – | ﹤0.01% | 183 |
|
|
2022
Q1 | $11K | Hold |
26
| – | – | ﹤0.01% | 169 |
|
|
2021
Q4 | $10K | Hold |
26
| – | – | ﹤0.01% | 204 |
|
|
2021
Q3 | $11K | Buy |
+26
| New | +$11K | ﹤0.01% | 185 |
|