Crewe Advisors’s Chesapeake Utilities CPK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-145
Closed -$18.6K 905
2023
Q1
$18.6K Hold
145
﹤0.01% 447
2022
Q4
$17.1K Hold
145
﹤0.01% 448
2022
Q3
$17K Hold
145
﹤0.01% 503
2022
Q2
$19K Buy
+145
New +$19K ﹤0.01% 429