Fortis Group 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 | $17.6K | Hold |
146
| – | – | ﹤0.01% | 297 |
|
|
2025
Q1 | $18.8K | Hold |
146
| – | – | ﹤0.01% | 258 |
|
|
2024
Q4 | $17.7K | Hold |
146
| – | – | ﹤0.01% | 267 |
|
|
2024
Q3 | $18.1K | Hold |
146
| – | – | ﹤0.01% | 249 |
|
|
2024
Q2 | $15.5K | Hold |
146
| – | – | ﹤0.01% | 258 |
|
|
2024
Q1 | $15.7K | Sell |
146
-146
| -50% | -$15.7K | ﹤0.01% | 277 |
|
|
2023
Q4 | $30.8K | Buy |
292
+146
| +100% | +$15.4K | 0.01% | 197 |
|
|
2023
Q3 | $14.3K | Buy |
+146
| New | +$14.3K | ﹤0.01% | 198 |
|
|
2020
Q3 | $114K | Buy |
+1,359
| New | +$114K | 0.02% | 194 |
|