Bartlett & Co 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
2023
Q2
Sell
-50
Closed -$6.43K 1158
2023
Q1
$6.43K Buy
+50
New +$6.43K ﹤0.01% 865
2022
Q4
Sell
-13
Closed -$1.51K 1123
2022
Q3
$1.51K Sell
13
-20
-61% -$2.32K ﹤0.01% 1083
2022
Q2
$4.29K Buy
+33
New +$4.29K ﹤0.01% 1051