United Capital Financial Advisors’s ChargePoint CHPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-774
| Closed | -$23.4K | – | 1061 |
|
|
2024
Q2 | $23.4K | Buy |
+774
| New | +$23.4K | ﹤0.01% | 1019 |
|
|
2022
Q4 | – | Sell |
-879
| Closed | -$259K | – | 1052 |
|
|
2022
Q3 | $259K | Sell |
879
-466
| -35% | -$137K | ﹤0.01% | 950 |
|
|
2022
Q2 | $368K | Buy |
1,345
+732
| +119% | +$200K | ﹤0.01% | 882 |
|
|
2022
Q1 | $244K | Buy |
613
+87
| +17% | +$34.6K | ﹤0.01% | 1057 |
|
|
2021
Q4 | $200K | Buy |
+526
| New | +$200K | ﹤0.01% | 1154 |
|
|
2021
Q3 | – | Sell |
-562
| Closed | -$390K | – | 1203 |
|
|
2021
Q2 | $390K | Buy |
562
+81
| +17% | +$56.2K | ﹤0.01% | 941 |
|
|
2021
Q1 | $257K | Buy |
+481
| New | +$257K | ﹤0.01% | 1027 |
|