Envestnet Portfolio Solutions’s Chesapeake Utilities CPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,957
| Closed | -$359K | – | 1581 |
|
|
2024
Q4 | $359K | Sell |
2,957
-148
| -5% | -$18K | ﹤0.01% | 1414 |
|
|
2024
Q3 | $386K | Buy |
3,105
+189
| +6% | +$23.5K | ﹤0.01% | 1326 |
|
|
2024
Q2 | $310K | Sell |
2,916
-58
| -2% | -$6.16K | ﹤0.01% | 1364 |
|
|
2024
Q1 | $319K | Buy |
2,974
+43
| +1% | +$4.61K | ﹤0.01% | 1325 |
|
|
2023
Q4 | $310K | Sell |
2,931
-62
| -2% | -$6.55K | ﹤0.01% | 1274 |
|
|
2023
Q3 | $293K | Buy |
+2,993
| New | +$293K | ﹤0.01% | 1241 |
|