InceptionR’s Chesapeake Utilities CPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Buy |
+2,674
| New | +$321K | 0.07% | 433 |
|
|
2024
Q4 | – | Sell |
-2,912
| Closed | -$362K | – | 662 |
|
|
2024
Q3 | $362K | Sell |
2,912
-1,558
| -35% | -$193K | 0.09% | 410 |
|
|
2024
Q2 | $475K | Sell |
4,470
-1,811
| -29% | -$192K | 0.13% | 294 |
|
|
2024
Q1 | $674K | Buy |
+6,281
| New | +$674K | 0.17% | 232 |
|