WR Wealth Planners’s ChargePoint CHPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $375 | Sell |
18
-4
| -18% | -$83 | ﹤0.01% | 1019 |
|
|
2024
Q3 | $589 | Hold |
22
| – | – | ﹤0.01% | 1016 |
|
|
2024
Q2 | $649 | Hold |
22
| – | – | ﹤0.01% | 997 |
|
|
2024
Q1 | $817 | Buy |
+22
| New | +$817 | ﹤0.01% | 990 |
|
|
2023
Q4 | – | Sell |
-4
| Closed | -$398 | – | 292 |
|
|
2023
Q3 | $398 | Hold |
4
| – | – | ﹤0.01% | 866 |
|
|
2023
Q2 | $703 | Hold |
4
| – | – | ﹤0.01% | 841 |
|
|
2023
Q1 | $838 | Hold |
4
| – | – | ﹤0.01% | 843 |
|
|
2022
Q4 | $762 | Hold |
4
| – | – | ﹤0.01% | 437 |
|
|
2022
Q3 | $1.18K | Hold |
4
| – | – | ﹤0.01% | 413 |
|
|
2022
Q2 | $1.1K | Hold |
4
| – | – | ﹤0.01% | 452 |
|
|
2022
Q1 | $1.59K | Buy |
+4
| New | +$1.59K | ﹤0.01% | 440 |
|