CLA (CliftonLarsonAllen) Wealth Advisors’s Chesapeake Utilities CPK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-3,687
Closed -$443K 195
2021
Q3
$443K Hold
3,687
0.02% 240
2021
Q2
$444K Buy
+3,687
New +$444K 0.02% 241