Aris Wealth Services’s Chesapeake Utilities CPK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q3
Sell
-750
Closed -$40K 404
2015
Q2
$40K Hold
750
0.04% 242
2015
Q1
$38K Buy
+750
New +$38K 0.04% 244