EverSource Wealth Advisors’s Chesapeake Utilities CPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $33.3K | Buy |
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|
2025
Q2 | $26.7K | Buy |
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|
2025
Q1 | $14.6K | Buy |
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|
2024
Q4 | $12.6K | Buy |
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|
2024
Q3 | $11.5K | Hold |
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|
2024
Q2 | $11K | Buy |
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|
2024
Q1 | $8.36K | Buy |
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|
2023
Q4 | $6.02K | Buy |
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|
2023
Q3 | $782 | Sell |
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|
2023
Q2 | $1.78K | Hold |
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|
2023
Q1 | $1.92K | Sell |
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|
2022
Q4 | $3.55K | Sell |
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|
2022
Q3 | $12K | Hold |
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|
2022
Q2 | $13K | Hold |
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|
2022
Q1 | $14K | Hold |
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|
2021
Q4 | $14K | Buy |
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