EverSource Wealth Advisors’s Chesapeake Utilities CPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.7K | Buy |
222
+108
| +95% | +$13K | ﹤0.01% | 2060 |
|
|
2025
Q1 | $14.6K | Buy |
114
+10
| +10% | +$1.29K | ﹤0.01% | 1880 |
|
|
2024
Q4 | $12.6K | Buy |
104
+11
| +12% | +$1.34K | ﹤0.01% | 1877 |
|
|
2024
Q3 | $11.5K | Hold |
93
| – | – | ﹤0.01% | 1775 |
|
|
2024
Q2 | $11K | Buy |
93
+14
| +18% | +$1.65K | ﹤0.01% | 1800 |
|
|
2024
Q1 | $8.36K | Buy |
79
+22
| +39% | +$2.33K | ﹤0.01% | 1789 |
|
|
2023
Q4 | $6.02K | Buy |
57
+49
| +613% | +$5.18K | ﹤0.01% | 1783 |
|
|
2023
Q3 | $782 | Sell |
8
-7
| -47% | -$684 | ﹤0.01% | 2306 |
|
|
2023
Q2 | $1.79K | Hold |
15
| – | – | ﹤0.01% | 2060 |
|
|
2023
Q1 | $1.92K | Sell |
15
-15
| -50% | -$1.92K | ﹤0.01% | 1941 |
|
|
2022
Q4 | $3.55K | Sell |
30
-71
| -70% | -$8.41K | ﹤0.01% | 1726 |
|
|
2022
Q3 | $12K | Hold |
101
| – | – | ﹤0.01% | 1069 |
|
|
2022
Q2 | $13K | Hold |
101
| – | – | ﹤0.01% | 955 |
|
|
2022
Q1 | $14K | Hold |
101
| – | – | ﹤0.01% | 835 |
|
|
2021
Q4 | $14K | Buy |
+101
| New | +$14K | ﹤0.01% | 819 |
|