Disciplined Investments’s Chesapeake Utilities CPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3
| Closed | -$357 | – | 414 |
|
|
2023
Q2 | $357 | Sell |
3
-1
| -25% | -$119 | ﹤0.01% | 1347 |
|
|
2023
Q1 | $512 | Buy |
4
+1
| +33% | +$128 | ﹤0.01% | 1220 |
|
|
2022
Q4 | $355 | Sell |
3
-1
| -25% | -$118 | ﹤0.01% | 1287 |
|
|
2022
Q3 | $0 | Buy |
4
+2
| +100% | – | ﹤0.01% | 1292 |
|
|
2022
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 1322 |
|
|
2022
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1385 |
|