Avantax Advisory Services’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 | $588K | Buy |
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|
2025
Q1 | $615K | Sell |
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|
2024
Q4 | $802K | Sell |
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|
2024
Q3 | $941K | Sell |
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|
2024
Q2 | $808K | Buy |
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|
2024
Q1 | $497K | Buy |
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|
2023
Q4 | $410K | Buy |
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|
2023
Q3 | $230K | Hold |
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|
2023
Q2 | $280K | Hold |
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|
2023
Q1 | $301K | Sell |
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|
2022
Q4 | $287K | Buy |
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|
2022
Q3 | $239K | Buy |
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