CWM
Core Wealth Management’s Chesapeake Utilities CPK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,069
| Closed | -$251K | – | 32 |
|
|
2024
Q4 | $251K | Hold |
2,069
| – | – | 0.1% | 25 |
|
|
2024
Q3 | $220K | Hold |
2,069
| – | – | 0.09% | 24 |
|
|
2024
Q2 | $220K | Hold |
2,069
| – | – | 0.09% | 24 |
|
|
2024
Q1 | $222K | Hold |
2,069
| – | – | 0.1% | 21 |
|
|
2023
Q4 | $219K | Hold |
2,069
| – | – | 0.1% | 19 |
|
|
2023
Q3 | $202K | Hold |
2,069
| – | – | 0.1% | 18 |
|
|
2023
Q2 | $246K | Hold |
2,069
| – | – | 0.13% | 20 |
|
|
2023
Q1 | $265K | Hold |
2,069
| – | – | 0.14% | 17 |
|
|
2022
Q4 | $245K | Buy |
+2,069
| New | +$245K | 0.14% | 17 |
|