WealthPlan Investment Management’s ChargePoint CHPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,529
| Closed | -$251K | – | 193 |
|
|
2023
Q3 | $251K | Buy |
2,529
+1,505
| +147% | +$150K | 0.04% | 155 |
|
|
2023
Q2 | $180K | Sell |
1,024
-456
| -31% | -$80.2K | 0.05% | 131 |
|
|
2023
Q1 | $310K | Sell |
1,480
-5
| -0.3% | -$1.05K | 0.05% | 138 |
|
|
2022
Q4 | $340K | Buy |
1,485
+642
| +76% | +$147K | 0.02% | 297 |
|
|
2022
Q3 | $181K | Buy |
+843
| New | +$181K | 0.01% | 354 |
|
|
2022
Q1 | $216K | Buy |
+833
| New | +$216K | 0.02% | 363 |
|