Abound Wealth Management’s Chesapeake Utilities CPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241 | Hold |
2
| – | – | ﹤0.01% | 978 |
|
|
2025
Q1 | $257 | Hold |
2
| – | – | ﹤0.01% | 908 |
|
|
2024
Q4 | $243 | Hold |
2
| – | – | ﹤0.01% | 976 |
|
|
2024
Q3 | $249 | Sell |
2
-2
| -50% | -$249 | ﹤0.01% | 1044 |
|
|
2024
Q2 | $425 | Hold |
4
| – | – | ﹤0.01% | 880 |
|
|
2024
Q1 | $430 | Hold |
4
| – | – | ﹤0.01% | 949 |
|
|
2023
Q4 | $423 | Hold |
4
| – | – | ﹤0.01% | 997 |
|
|
2023
Q3 | $391 | Hold |
4
| – | – | ﹤0.01% | 898 |
|
|
2023
Q2 | $476 | Buy |
+4
| New | +$476 | ﹤0.01% | 860 |
|