Legacy Wealth Asset Management’s Chesapeake Utilities CPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $933K | Buy |
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|
2025
Q2 | $828K | Buy |
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|
2025
Q1 | $735K | Sell |
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|
2024
Q4 | $703K | Sell |
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|
2024
Q3 | $726K | Sell |
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|
2024
Q2 | $624K | Buy |
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|
2024
Q1 | $527K | Buy |
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|
2023
Q4 | $516K | Sell |
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|
2023
Q3 | $481K | Buy |
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|
2023
Q2 | $563K | Buy |
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|
2023
Q1 | $565K | Sell |
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|
2022
Q4 | $539K | Buy |
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|
2022
Q3 | $516K | Sell |
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|
2022
Q2 | $606K | Buy |
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|
2022
Q1 | $626K | Sell |
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|
2021
Q4 | $686K | Buy |
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|
2021
Q3 | $527K | Buy |
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|
2021
Q2 | $526K | Sell |
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|
2021
Q1 | $507K | Buy |
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|
2020
Q4 | $391K | Buy |
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