Bartlett & Co’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 | -$6K | – | 1126 |
|
|
2023
Q1 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 864 |
|
|
2022
Q4 | – | Sell |
-13
| Closed | -$2K | – | 1096 |
|
|
2022
Q3 | $2K | Sell |
13
-20
| -61% | -$3.08K | ﹤0.01% | 1038 |
|
|
2022
Q2 | $4K | Buy |
+33
| New | +$4K | ﹤0.01% | 1040 |
|