Advisornet Financial’s Chesapeake Utilities CPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4
| Closed | -$423 | – | 2122 |
|
|
2023
Q4 | $423 | Buy |
4
+2
| +100% | +$212 | ﹤0.01% | 2146 |
|
|
2023
Q3 | $196 | Sell |
2
-2
| -50% | -$196 | ﹤0.01% | 2141 |
|
|
2023
Q2 | $476 | Hold |
4
| – | – | ﹤0.01% | 2063 |
|
|
2023
Q1 | $512 | Hold |
4
| – | – | ﹤0.01% | 2066 |
|
|
2022
Q4 | $473 | Buy |
+4
| New | +$473 | ﹤0.01% | 2043 |
|
|
2020
Q4 | – | Sell |
-939
| Closed | -$81K | – | 1677 |
|
|
2020
Q3 | $81K | Sell |
939
-179
| -16% | -$15.4K | 0.01% | 725 |
|
|
2020
Q2 | $94K | Sell |
1,118
-94
| -8% | -$7.9K | 0.01% | 684 |
|
|
2020
Q1 | $104K | Hold |
1,212
| – | – | 0.01% | 600 |
|
|
2019
Q4 | $116K | Sell |
1,212
-74
| -6% | -$7.08K | 0.01% | 635 |
|
|
2019
Q3 | $123K | Buy |
1,286
+38
| +3% | +$3.64K | 0.01% | 611 |
|
|
2019
Q2 | $119K | Hold |
1,248
| – | – | 0.01% | 556 |
|
|
2019
Q1 | $114K | Sell |
1,248
-247
| -17% | -$22.6K | 0.01% | 526 |
|
|
2018
Q4 | $122K | Sell |
1,495
-85
| -5% | -$6.94K | 0.02% | 475 |
|
|
2018
Q3 | $133K | Buy |
1,580
+141
| +10% | +$11.9K | 0.02% | 491 |
|
|
2018
Q2 | $115K | Buy |
1,439
+1,382
| +2,425% | +$110K | 0.02% | 491 |
|
|
2018
Q1 | $4K | Hold |
57
| – | – | ﹤0.01% | 1237 |
|
|
2017
Q4 | $4K | Buy |
+57
| New | +$4K | ﹤0.01% | 1123 |
|