Liberty Wealth Management’s Chesapeake Utilities CPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-114
| Closed | -$15K | – | 347 |
|
|
2021
Q3 | $15K | Buy |
114
+58
| +104% | +$7.63K | 0.01% | 714 |
|
|
2021
Q2 | $7K | Sell |
56
-2
| -3% | -$250 | ﹤0.01% | 722 |
|
|
2021
Q1 | $5K | Hold |
58
| – | – | ﹤0.01% | 695 |
|
|
2020
Q4 | $5K | Hold |
58
| – | – | ﹤0.01% | 689 |
|
|
2020
Q3 | $5K | Buy |
58
+1
| +2% | +$86 | ﹤0.01% | 614 |
|
|
2020
Q2 | $5K | Hold |
57
| – | – | ﹤0.01% | 592 |
|
|
2020
Q1 | $5K | Sell |
57
-5
| -8% | -$439 | ﹤0.01% | 565 |
|
|
2019
Q4 | $6K | Buy |
+62
| New | +$6K | ﹤0.01% | 635 |
|