DPW
DiNuzzo Private Wealth’s Chesapeake Utilities CPK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $361 | Sell |
3
-1
| -25% | -$120 | ﹤0.01% | 1152 |
|
2025
Q1 | $514 | Sell |
4
-1
| -20% | -$129 | ﹤0.01% | 1036 |
|
2024
Q4 | $607 | Buy |
5
+1
| +25% | +$121 | ﹤0.01% | 1019 |
|
2024
Q3 | $497 | Buy |
4
+2
| +100% | +$249 | ﹤0.01% | 1114 |
|
2024
Q2 | $213 | Buy |
2
+1
| +100% | +$107 | ﹤0.01% | 1260 |
|
2024
Q1 | $108 | Sell |
1
-2
| -67% | -$216 | ﹤0.01% | 1276 |
|
2023
Q4 | $317 | Buy |
+3
| New | +$317 | ﹤0.01% | 1115 |
|