LWMM
Legacy Wealth Management (Mississippi)’s Chesapeake Utilities CPK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,470
| Closed | -$1.6M | – | 96 |
|
|
2025
Q1 | $1.6M | Sell |
12,470
-4,860
| -28% | -$624K | 0.52% | 39 |
|
|
2024
Q4 | $2.1M | Sell |
17,330
-1,595
| -8% | -$194K | 0.84% | 30 |
|
|
2024
Q3 | $2.35M | Sell |
18,925
-25
| -0.1% | -$3.1K | 0.86% | 32 |
|
|
2024
Q2 | $2.01M | Sell |
18,950
-170
| -0.9% | -$18.1K | 0.85% | 32 |
|
|
2024
Q1 | $2.05M | Sell |
19,120
-765
| -4% | -$82.1K | 0.92% | 31 |
|
|
2023
Q4 | $2.1M | Buy |
19,885
+1,415
| +8% | +$149K | 1.01% | 30 |
|
|
2023
Q3 | $1.81M | Buy |
+18,470
| New | +$1.81M | 0.94% | 31 |
|