Centerpoint 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 | $19K | Hold |
158
| – | – | 0.01% | 250 |
|
|
2025
Q1 | $20K | Hold |
158
| – | – | 0.01% | 237 |
|
|
2024
Q4 | $19K | Hold |
158
| – | – | 0.01% | 270 |
|
|
2024
Q3 | $20K | Buy |
158
+27
| +21% | +$3.42K | 0.01% | 268 |
|
|
2024
Q2 | $14K | Sell |
131
-1
| -0.8% | -$107 | 0.01% | 318 |
|
|
2024
Q1 | $14K | Hold |
132
| – | – | 0.01% | 304 |
|
|
2023
Q4 | $14K | Hold |
132
| – | – | 0.01% | 303 |
|
|
2023
Q3 | $13K | Buy |
132
+22
| +20% | +$2.17K | 0.01% | 305 |
|
|
2023
Q2 | $13K | Hold |
110
| – | – | 0.01% | 319 |
|
|
2023
Q1 | $14K | Buy |
110
+42
| +62% | +$5.35K | 0.01% | 318 |
|
|
2022
Q4 | $8K | Buy |
+68
| New | +$8K | ﹤0.01% | 321 |
|