Jackson 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
2020
Q2
Sell
-9,544
Closed -$830K 125
2020
Q1
$830K Buy
9,544
+1,149
+14% +$99.9K 0.17% 82
2019
Q4
$800K Buy
8,395
+417
+5% +$39.7K 0.13% 119
2019
Q3
$750K Buy
+7,978
New +$750K 0.16% 104