Graves Light Lenhart Wealth’s Chesapeake Utilities CPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-262
| Closed | -$34K | – | 255 |
|
|
2022
Q2 | $34K | Hold |
262
| – | – | 0.01% | 347 |
|
|
2022
Q1 | $36K | Hold |
262
| – | – | 0.01% | 390 |
|
|
2021
Q4 | $38K | Hold |
262
| – | – | 0.01% | 439 |
|
|
2021
Q3 | $31K | Hold |
262
| – | – | ﹤0.01% | 435 |
|
|
2021
Q2 | $32K | Hold |
262
| – | – | 0.01% | 433 |
|
|
2021
Q1 | $30K | Hold |
262
| – | – | 0.01% | 441 |
|
|
2020
Q4 | $28K | Buy |
+262
| New | +$28K | 0.01% | 432 |
|