First Personal Financial Services’s Chesapeake Utilities CPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-36
| Closed | -$3K | – | 1040 |
|
|
2017
Q4 | $3K | Sell |
36
-19
| -35% | -$1.58K | ﹤0.01% | 940 |
|
|
2017
Q3 | $4K | Sell |
55
-23
| -29% | -$1.67K | ﹤0.01% | 788 |
|
|
2017
Q2 | $6K | Sell |
78
-20
| -20% | -$1.54K | ﹤0.01% | 775 |
|
|
2017
Q1 | $7K | Hold |
98
| – | – | ﹤0.01% | 763 |
|
|
2016
Q4 | $7K | Buy |
98
+31
| +46% | +$2.21K | ﹤0.01% | 777 |
|
|
2016
Q3 | $4K | Hold |
67
| – | – | ﹤0.01% | 712 |
|
|
2016
Q2 | $4K | Buy |
+67
| New | +$4K | ﹤0.01% | 698 |
|