Bedel Financial Consulting’s Chesapeake Utilities CPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-188
| Closed | -$26K | – | 341 |
|
|
2022
Q1 | $26K | Hold |
188
| – | – | 0.01% | 506 |
|
|
2021
Q4 | $27K | Hold |
188
| – | – | 0.01% | 505 |
|
|
2021
Q3 | $23K | Hold |
188
| – | – | 0.01% | 526 |
|
|
2021
Q2 | $23K | Buy |
188
+1
| +0.5% | +$122 | 0.01% | 526 |
|
|
2021
Q1 | $22K | Hold |
187
| – | – | 0.01% | 497 |
|
|
2020
Q4 | $20K | Hold |
187
| – | – | 0.01% | 450 |
|
|
2020
Q3 | $16K | Hold |
187
| – | – | 0.01% | 448 |
|
|
2020
Q2 | $16K | Hold |
187
| – | – | 0.01% | 430 |
|
|
2020
Q1 | $16K | Hold |
187
| – | – | 0.01% | 408 |
|
|
2019
Q4 | $18K | Hold |
187
| – | – | 0.01% | 413 |
|
|
2019
Q3 | $18K | Hold |
187
| – | – | 0.01% | 404 |
|
|
2019
Q2 | $18K | Hold |
187
| – | – | 0.01% | 405 |
|
|
2019
Q1 | $17K | Hold |
187
| – | – | 0.01% | 407 |
|
|
2018
Q4 | $15K | Hold |
187
| – | – | 0.01% | 399 |
|
|
2018
Q3 | $15K | Hold |
187
| – | – | 0.01% | 421 |
|
|
2018
Q2 | $15K | Hold |
187
| – | – | 0.01% | 421 |
|
|
2018
Q1 | $13K | Buy |
+187
| New | +$13K | 0.01% | 433 |
|