IHT Wealth Management’s Chesapeake Utilities CPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-262
| Closed | -$18K | – | 602 |
|
|
2018
Q1 | $18K | Hold |
262
| – | – | ﹤0.01% | 1011 |
|
|
2017
Q4 | $20K | Hold |
262
| – | – | 0.01% | 985 |
|
|
2017
Q3 | $21K | Hold |
262
| – | – | 0.01% | 757 |
|
|
2017
Q2 | $548 | Hold |
262
| – | – | 0.27% | 94 |
|
|
2017
Q1 | $18K | Hold |
262
| – | – | 0.01% | 684 |
|
|
2016
Q4 | $17K | Buy |
+262
| New | +$17K | 0.01% | 680 |
|