JFS Wealth 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 | $26.6K | Buy |
221
+210
| +1,909% | +$25.2K | ﹤0.01% | 596 |
|
|
2025
Q1 | $1.41K | Hold |
11
| – | – | ﹤0.01% | 1577 |
|
|
2024
Q4 | $1.34K | Buy |
11
+2
| +22% | +$243 | ﹤0.01% | 1618 |
|
|
2024
Q3 | $1.12K | Hold |
9
| – | – | ﹤0.01% | 1668 |
|
|
2024
Q2 | $956 | Hold |
9
| – | – | ﹤0.01% | 1677 |
|
|
2024
Q1 | $966 | Hold |
9
| – | – | ﹤0.01% | 1668 |
|
|
2023
Q4 | $951 | Buy |
9
+7
| +350% | +$740 | ﹤0.01% | 1668 |
|
|
2023
Q3 | $196 | Sell |
2
-9
| -82% | -$882 | ﹤0.01% | 1864 |
|
|
2023
Q2 | $1.31K | Hold |
11
| – | – | ﹤0.01% | 1522 |
|
|
2023
Q1 | $1.41K | Buy |
11
+1
| +10% | +$128 | ﹤0.01% | 1483 |
|
|
2022
Q4 | $1.18K | Sell |
10
-2
| -17% | -$236 | ﹤0.01% | 1555 |
|
|
2022
Q3 | $1K | Buy |
12
+4
| +50% | +$333 | ﹤0.01% | 1518 |
|
|
2022
Q2 | $1K | Sell |
8
-2
| -20% | -$250 | ﹤0.01% | 1492 |
|
|
2022
Q1 | $1K | Buy |
10
+6
| +150% | +$600 | ﹤0.01% | 1609 |
|
|
2021
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 1306 |
|
|
2018
Q2 | – | Sell |
-2
| Closed | – | – | 482 |
|
|
2018
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 530 |
|