U.S. Capital Wealth Advisors’s ChargePoint CHPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-774
| Closed | -$136K | – | 639 |
|
|
2023
Q2 | $136K | Sell |
774
-326
| -30% | -$57.3K | 0.01% | 636 |
|
|
2023
Q1 | $230K | Sell |
1,100
-2,269
| -67% | -$475K | 0.01% | 586 |
|
|
2022
Q4 | $642K | Buy |
3,369
+2,074
| +160% | +$395K | 0.03% | 407 |
|
|
2022
Q3 | $382K | Hold |
1,295
| – | – | 0.02% | 488 |
|
|
2022
Q2 | $355K | Buy |
+1,295
| New | +$355K | 0.02% | 529 |
|
|
2022
Q1 | – | Sell |
-631
| Closed | -$241K | – | 713 |
|
|
2021
Q4 | $241K | Buy |
+631
| New | +$241K | 0.01% | 640 |
|