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Delos Wealth Advisors’s Chesapeake Utilities CPK Stock Holding History

Delos Wealth Advisors’s Portfolio CPK Stock Details CPK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-36
Closed -$5K – 294
2021
Q4 		$5K Buy
+36
New +$4.79K ﹤0.01% 299

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Delos Wealth Advisors's CPK Position: Q1 2022 in Review

Delos Wealth Advisors sold out of Chesapeake Utilities (CPK) in Q1 2022, closing a stake of 36 shares — an estimated $5K sold.

Delos Wealth Advisors first reported a position in CPK in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 254 funds tracked by Wall St. Rank hold CPK as of Q1 2022.

  • Delos Wealth Advisors reported no remaining Chesapeake Utilities position as of Q1 2022 after selling out during the quarter.
  • Delos Wealth Advisors sold 36 Chesapeake Utilities shares in Q1 2022, an estimated $5K.
  • Delos Wealth Advisors first reported a position in Chesapeake Utilities in Q4 2021 and held it in 1 quarter.
  • Delos Wealth Advisors's Chesapeake Utilities position peaked at $5K in Q4 2021.
  • 254 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q1 2022.

Based on Delos Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.