AE 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
2022 Q4	–	Sell	-1,927	Closed	-$222K	–	1822
2022 Q3	$222K	Buy	1,927 +354	+23%	+$40.8K	﹤0.01%	1576
2022 Q2	$204K	Hold	1,573	–	–	﹤0.01%	1587
2022 Q1	$217K	Buy	+1,573	New	+$217K	﹤0.01%	1553