Bell Investment Advisors’s Chesapeake Utilities CPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.37K | Hold |
53
| – | – | ﹤0.01% | 870 |
|
|
2025
Q1 | $6.81K | Buy |
53
+4
| +8% | +$514 | ﹤0.01% | 766 |
|
|
2024
Q4 | $5.95K | Hold |
49
| – | – | ﹤0.01% | 851 |
|
|
2024
Q3 | $6.09K | Sell |
49
-5
| -9% | -$621 | ﹤0.01% | 833 |
|
|
2024
Q2 | $5.74K | Sell |
54
-5
| -8% | -$531 | ﹤0.01% | 852 |
|
|
2024
Q1 | $6.33K | Buy |
59
+31
| +111% | +$3.33K | ﹤0.01% | 796 |
|
|
2023
Q4 | $2.96K | Sell |
28
-4
| -13% | -$423 | ﹤0.01% | 1160 |
|
|
2023
Q3 | $3.13K | Sell |
32
-6
| -16% | -$587 | ﹤0.01% | 1062 |
|
|
2023
Q2 | $4.52K | Sell |
38
-5
| -12% | -$595 | ﹤0.01% | 872 |
|
|
2023
Q1 | $5.5K | Buy |
43
+14
| +48% | +$1.79K | ﹤0.01% | 734 |
|
|
2022
Q4 | $3.43K | Buy |
+29
| New | +$3.43K | ﹤0.01% | 1003 |
|
|
2022
Q3 | – | Sell |
-28
| Closed | -$4K | – | 1761 |
|
|
2022
Q2 | $4K | Buy |
+28
| New | +$4K | ﹤0.01% | 780 |
|
|
2021
Q4 | $2K | Sell |
15
-1
| -6% | -$133 | ﹤0.01% | 1114 |
|
|
2021
Q3 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 1046 |
|