JA
JOYN Advisors’s Chesapeake Utilities CPK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $300K | Buy |
+3,500
| New | +$300K | 0.1% | 75 |
|
|
2019
Q3 | – | Sell |
-3,500
| Closed | -$318K | – | 121 |
|
|
2019
Q2 | $318K | Buy |
+3,500
| New | +$318K | 0.07% | 79 |
|
|
2019
Q1 | – | Sell |
-3,500
| Closed | -$285K | – | 381 |
|
|
2018
Q4 | $285K | Hold |
3,500
| – | – | 0.06% | 78 |
|
|
2018
Q3 | $294K | Buy |
+3,500
| New | +$294K | 0.06% | 101 |
|