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Legacy Financial Advisors’s Chesapeake Utilities CPK Stock Holding History

Legacy Financial Advisors’s Portfolio CPK Stock Details CPK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-181
Closed -$17K – 290
2019
Q1 		$17K Buy
+181
New +$16.1K 0.01% 491

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Legacy Financial Advisors's CPK Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Chesapeake Utilities (CPK) in Q2 2019, closing a stake of 181 shares — an estimated $17K sold.

Legacy Financial Advisors first reported a position in CPK in Q1 2019 and held it in 1 quarter. The position peaked at $17K in Q1 2019. 177 funds tracked by Wall St. Rank hold CPK as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Chesapeake Utilities position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 181 Chesapeake Utilities shares in Q2 2019, an estimated $17K.
  • Legacy Financial Advisors first reported a position in Chesapeake Utilities in Q1 2019 and held it in 1 quarter.
  • Legacy Financial Advisors's Chesapeake Utilities position peaked at $17K in Q1 2019.
  • 177 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.