Heritage Wealth Management (Arizona)’s Chesapeake Utilities CPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $356K | Buy |
3,014
+1,650
| +121% | +$195K | 0.05% | 273 |
|
|
2022
Q3 | $157K | Buy |
1,364
+26
| +2% | +$2.99K | 0.05% | 272 |
|
|
2022
Q2 | $173K | Buy |
1,338
+116
| +9% | +$15K | 0.06% | 265 |
|
|
2022
Q1 | $168K | Buy |
+1,222
| New | +$168K | 0.05% | 299 |
|
|
2021
Q3 | $79K | Buy |
658
+137
| +26% | +$16.4K | 0.03% | 382 |
|
|
2021
Q2 | $63K | Buy |
521
+190
| +57% | +$23K | 0.02% | 421 |
|
|
2021
Q1 | $38K | Buy |
+331
| New | +$38K | 0.02% | 416 |
|