Inspire Advisors’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 | $748K | Buy |
6,222
+2,656
| +74% | +$319K | 0.08% | 196 |
|
|
2025
Q1 | $458K | Sell |
3,566
-533
| -13% | -$68.5K | 0.05% | 279 |
|
|
2024
Q4 | $497K | Buy |
4,099
+2,386
| +139% | +$290K | 0.06% | 245 |
|
|
2024
Q3 | $213K | Buy |
+1,713
| New | +$213K | 0.03% | 370 |
|
|
2024
Q2 | – | Sell |
-2,629
| Closed | -$282K | – | 397 |
|
|
2024
Q1 | $282K | Buy |
+2,629
| New | +$282K | 0.04% | 247 |
|