J.P. Morgan Private Wealth Advisors’s Chesapeake Utilities CPK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,000
| Closed | -$274K | – | 1389 |
|
|
2019
Q1 | $274K | Buy |
+3,000
| New | +$274K | ﹤0.01% | 1252 |
|
|
2018
Q4 | – | Sell |
-2,958
| Closed | -$248K | – | 1477 |
|
|
2018
Q3 | $248K | Hold |
2,958
| – | – | ﹤0.01% | 1389 |
|
|
2018
Q2 | $236K | Hold |
2,958
| – | – | ﹤0.01% | 1296 |
|
|
2018
Q1 | $208K | Hold |
2,958
| – | – | ﹤0.01% | 1176 |
|
|
2017
Q4 | $232K | Hold |
2,958
| – | – | ﹤0.01% | 1141 |
|
|
2017
Q3 | $231K | Hold |
2,958
| – | – | ﹤0.01% | 1106 |
|
|
2017
Q2 | $222K | Hold |
2,958
| – | – | ﹤0.01% | 1116 |
|
|
2017
Q1 | $205K | Buy |
+2,958
| New | +$205K | ﹤0.01% | 1234 |
|