KOMWMG
Kerntke Otto McGlone Wealth Management Group’s Chesapeake Utilities CPK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,544
| Closed | -$430K | – | 82 |
|
|
2024
Q4 | $430K | Hold |
3,544
| – | – | 0.32% | 42 |
|
|
2024
Q3 | $440K | Hold |
3,544
| – | – | 0.37% | 44 |
|
|
2024
Q2 | $376K | Hold |
3,544
| – | – | 0.35% | 46 |
|
|
2024
Q1 | $380K | Hold |
3,544
| – | – | 0.37% | 44 |
|
|
2023
Q4 | $374K | Hold |
3,544
| – | – | 0.37% | 42 |
|
|
2023
Q3 | $346K | Hold |
3,544
| – | – | 0.36% | 45 |
|
|
2023
Q2 | $422K | Hold |
3,544
| – | – | 0.41% | 40 |
|
|
2023
Q1 | $454K | Buy |
+3,544
| New | +$454K | 0.47% | 38 |
|