Abound Wealth Management’s Chesapeake Utilities CPK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$270 Hold
2025
Q2
$241 Hold
2025
Q1
$257 Hold
2024
Q4
$243 Hold
2024
Q3
$249 Sell
2024
Q2
$425 Hold
2024
Q1
$430 Hold
2023
Q4
$423 Hold
2023
Q3
$391 Hold
2023
Q2
$476 Buy