Ergoteles’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 |
-9,110
| Closed | -$1.17M | – | 1116 |
|
2023
Q1 | $1.17M | Buy |
+9,110
| New | +$1.17M | 0.05% | 440 |
|
2021
Q4 | – | Sell |
-2,200
| Closed | -$264K | – | 1291 |
|
2021
Q3 | $264K | Sell |
2,200
-2,600
| -54% | -$312K | 0.01% | 858 |
|
2021
Q2 | $578K | Buy |
+4,800
| New | +$578K | 0.01% | 736 |
|