Glassman Wealth Services’s Chesapeake Utilities CPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-34
| Closed | -$3.59K | – | 572 |
|
|
2023
Q4 | $3.59K | Buy |
34
+33
| +3,300% | +$3.49K | ﹤0.01% | 1169 |
|
|
2023
Q3 | $98 | Hold |
1
| – | – | ﹤0.01% | 1968 |
|
|
2023
Q2 | $119 | Hold |
1
| – | – | ﹤0.01% | 1878 |
|
|
2023
Q1 | $128 | Hold |
1
| – | – | ﹤0.01% | 1858 |
|
|
2022
Q4 | $118 | Hold |
1
| – | – | ﹤0.01% | 1869 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1716 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 1724 |
|
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 1683 |
|
|
2021
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 1679 |
|
|
2021
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1622 |
|
|
2021
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 1480 |
|
|
2021
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1424 |
|