CBIZ Investment Advisory Services’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 | $23.6K | Buy |
195
+2
| +1% | +$242 | ﹤0.01% | 243 |
|
|
2025
Q1 | $24.9K | Hold |
193
| – | – | ﹤0.01% | 198 |
|
|
2024
Q4 | $23.6K | Buy |
193
+54
| +39% | +$6.6K | ﹤0.01% | 198 |
|
|
2024
Q3 | $17.4K | Buy |
139
+9
| +7% | +$1.13K | ﹤0.01% | 214 |
|
|
2024
Q2 | $13.9K | Hold |
130
| – | – | ﹤0.01% | 220 |
|
|
2024
Q1 | $14K | Buy |
+130
| New | +$14K | ﹤0.01% | 227 |
|