Affinity 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
Q2 | $990K | Hold |
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|
2025
Q1 | $1.06M | Hold |
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|
2024
Q4 | $1,000K | Hold |
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|
2024
Q3 | $1.02M | Hold |
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|
2024
Q2 | $875K | Hold |
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|
2024
Q1 | $884K | Hold |
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|
2023
Q4 | $870K | Hold |
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|
2023
Q3 | $805K | Hold |
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|
2023
Q2 | $980K | Hold |
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|
2023
Q1 | $1.05M | Hold |
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|
2022
Q4 | $974K | Sell |
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|
2022
Q3 | $977K | Hold |
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|
2022
Q2 | $1.06M | Hold |
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|
2022
Q1 | $1.17M | Hold |
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|
2021
Q4 | $1.14M | Hold |
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|
2021
Q3 | $1.05M | Hold |
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|
2021
Q2 | $1.01M | Hold |
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|
2021
Q1 | $1.02M | Hold |
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|
2020
Q4 | $884K | Sell |
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|
2020
Q3 | $989K | Sell |
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|
2020
Q2 | $1.69M | Sell |
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|
2020
Q1 | $1.82M | Hold |
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|
2019
Q4 | $2.01M | Sell |
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|
2019
Q3 | $3.21M | Buy |
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|
2019
Q2 | $275K | Hold |
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|
2019
Q1 | $264K | Buy |
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