Wealth Enhancement Advisory Services’s ChargePoint CHPT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $25.7K | Sell |
1,794
-7,188
| -80% | -$103K | ﹤0.01% | 3251 |
|
2025
Q1 | $109K | Buy |
+8,982
| New | +$109K | ﹤0.01% | 2723 |
|
2024
Q3 | – | Sell |
-833
| Closed | -$25.2K | – | 2668 |
|
2024
Q2 | $25.2K | Buy |
833
+92
| +12% | +$2.78K | ﹤0.01% | 2456 |
|
2024
Q1 | $28.2K | Buy |
741
+30
| +4% | +$1.14K | ﹤0.01% | 2352 |
|
2023
Q4 | $33.3K | Sell |
711
-13,313
| -95% | -$623K | ﹤0.01% | 2219 |
|
2023
Q3 | $1.39M | Buy |
+14,024
| New | +$1.39M | ﹤0.01% | 981 |
|