Global Retirement Partners’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 | $5.77K | Buy |
+48
| New | +$5.77K | ﹤0.01% | 2843 |
|
|
2024
Q4 | $6.07K | Sell |
50
-7
| -12% | -$850 | ﹤0.01% | 2601 |
|
|
2024
Q3 | $7.08K | Buy |
57
+3
| +6% | +$373 | ﹤0.01% | 2414 |
|
|
2024
Q2 | $5.74K | Buy |
54
+48
| +800% | +$5.1K | ﹤0.01% | 2555 |
|
|
2024
Q1 | $644 | Hold |
6
| – | – | ﹤0.01% | 3075 |
|
|
2023
Q4 | $604 | Hold |
6
| – | – | ﹤0.01% | 3031 |
|
|
2023
Q3 | $565 | Sell |
6
-1
| -14% | -$94 | ﹤0.01% | 2925 |
|
|
2023
Q2 | $833 | Hold |
7
| – | – | ﹤0.01% | 2827 |
|
|
2023
Q1 | $869 | Buy |
7
+2
| +40% | +$248 | ﹤0.01% | 2774 |
|
|
2022
Q4 | $591 | Sell |
5
-10
| -67% | -$1.18K | ﹤0.01% | 2723 |
|
|
2022
Q3 | $2K | Buy |
15
+6
| +67% | +$800 | ﹤0.01% | 2208 |
|
|
2022
Q2 | $1K | Sell |
9
-3
| -25% | -$333 | ﹤0.01% | 2382 |
|
|
2022
Q1 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 2150 |
|