Gradient Investments’s Chesapeake Utilities CPK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,605
| Closed | -$206K | – | 364 |
|
|
2025
Q1 | $206K | Buy |
+1,605
| New | +$206K | ﹤0.01% | 313 |
|
|
2024
Q3 | – | Sell |
-1,097
| Closed | -$117K | – | 501 |
|
|
2024
Q2 | $117K | Hold |
1,097
| – | – | ﹤0.01% | 381 |
|
|
2024
Q1 | $118K | Hold |
1,097
| – | – | ﹤0.01% | 341 |
|
|
2023
Q4 | $116K | Hold |
1,097
| – | – | ﹤0.01% | 407 |
|
|
2023
Q3 | $107K | Hold |
1,097
| – | – | ﹤0.01% | 382 |
|
|
2023
Q2 | $131K | Hold |
1,097
| – | – | ﹤0.01% | 370 |
|
|
2023
Q1 | $140K | Hold |
1,097
| – | – | ﹤0.01% | 329 |
|
|
2022
Q4 | $130K | Hold |
1,097
| – | – | ﹤0.01% | 349 |
|
|
2022
Q3 | $127K | Hold |
1,097
| – | – | ﹤0.01% | 327 |
|
|
2022
Q2 | $142K | Buy |
+1,097
| New | +$142K | ﹤0.01% | 328 |
|