Valley National Advisers’s ChargePoint CHPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-35
| Closed | -$1K | – | 1188 |
|
|
2024
Q1 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 1045 |
|
|
2023
Q4 | – | Sell |
-10
| Closed | -$1K | – | 1202 |
|
|
2023
Q3 | $1K | Sell |
10
-3
| -23% | -$300 | ﹤0.01% | 894 |
|
|
2023
Q2 | $3K | Hold |
13
| – | – | ﹤0.01% | 732 |
|
|
2023
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 754 |
|
|
2022
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 735 |
|
|
2022
Q3 | $4K | Buy |
13
+3
| +30% | +$923 | ﹤0.01% | 701 |
|
|
2022
Q2 | $3K | Buy |
+10
| New | +$3K | ﹤0.01% | 709 |
|