Financial Gravity Asset Management’s Chesapeake Utilities CPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $4K | Buy |
50
+29
| +138% | +$2.32K | 1.23% | 9 |
|
|
2020
Q1 | $1.79K | Buy |
21
+9
| +75% | +$765 | 0.01% | 413 |
|
|
2019
Q4 | $96K | Hold |
12
| – | – | 0.07% | 331 |
|
|
2019
Q3 | $1K | Buy |
12
+2
| +20% | +$167 | ﹤0.01% | 1000 |
|
|
2019
Q2 | $1K | Buy |
10
+1
| +11% | +$100 | ﹤0.01% | 1021 |
|
|
2019
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 1062 |
|
|
2018
Q3 | $5K | Buy |
67
+13
| +24% | +$970 | 0.01% | 719 |
|
|
2018
Q2 | $4K | Sell |
54
-11
| -17% | -$815 | ﹤0.01% | 811 |
|
|
2018
Q1 | $5K | Buy |
+65
| New | +$5K | 0.01% | 724 |
|