BAM
Bruderman Asset Management’s Chesapeake Utilities CPK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-997
| Closed | -$70K | – | 371 |
|
|
2018
Q1 | $70K | Buy |
+997
| New | +$70K | 0.02% | 182 |
|
|
2017
Q3 | – | Sell |
-1,080
| Closed | -$81K | – | 162 |
|
|
2017
Q2 | $81K | Buy |
+1,080
| New | +$81K | 0.02% | 168 |
|
|
2016
Q2 | – | Sell |
-457
| Closed | -$29K | – | 377 |
|
|
2016
Q1 | $29K | Hold |
457
| – | – | 0.01% | 242 |
|
|
2015
Q4 | $26K | Hold |
457
| – | – | 0.01% | 262 |
|
|
2015
Q3 | $24K | Hold |
457
| – | – | 0.01% | 264 |
|
|
2015
Q2 | $25K | Hold |
457
| – | – | 0.01% | 280 |
|
|
2015
Q1 | $23K | Buy |
+457
| New | +$23K | 0.01% | 282 |
|