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Capital Asset Advisory Services’s Chesapeake Utilities CPK Stock Holding History

Capital Asset Advisory Services’s Portfolio CPK Stock Details CPK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-87
Closed -$9K – 826
2020
Q4 		$9K Buy
+87
New +$8.71K ﹤0.01% 1124

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Capital Asset Advisory Services's CPK Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Chesapeake Utilities (CPK) in Q1 2021, closing a stake of 87 shares — an estimated $9K sold.

Capital Asset Advisory Services first reported a position in CPK in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 209 funds tracked by Wall St. Rank hold CPK as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Chesapeake Utilities position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 87 Chesapeake Utilities shares in Q1 2021, an estimated $9K.
  • Capital Asset Advisory Services first reported a position in Chesapeake Utilities in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Chesapeake Utilities position peaked at $9K in Q4 2020.
  • 209 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.