Global Retirement Partners’s Chesapeake Utilities CPK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$127K	Buy	1,014 +957	+1,679%	+$126K	﹤0.01%	1762
2025 Q3	$7.68K	Buy	57 +9	+19%	+$1.12K	﹤0.01%	2799
2025 Q2	$5.77K	Buy	+48	New	+$6.04K	﹤0.01%	2845
2024 Q4	$6.07K	Sell	50 -7	-12%	-$867	﹤0.01%	2602
2024 Q3	$7.08K	Buy	57 +3	+6%	+$350	﹤0.01%	2418
2024 Q2	$5.74K	Buy	54 +48	+800%	+$5.14K	﹤0.01%	2557
2024 Q1	$644	Hold	6	–	–	﹤0.01%	3078
2023 Q4	$604	Hold	6	–	–	﹤0.01%	3031
2023 Q3	$565	Sell	6 -1	-14%	-$113	﹤0.01%	2924
2023 Q2	$833	Hold	7	–	–	﹤0.01%	2830
2023 Q1	$869	Buy	7 +2	+40%	+$248	﹤0.01%	2776
2022 Q4	$591	Sell	5 -10	-67%	-$1.17K	﹤0.01%	2724
2022 Q3	$2K	Buy	15 +6	+67%	+$777	﹤0.01%	2210
2022 Q2	$1K	Sell	9 -3	-25%	-$392	﹤0.01%	2385
2022 Q1	$2K	Buy	+12	New	+$1.61K	﹤0.01%	2153