Loring Wolcott & Coolidge Fiduciary Advisors’s Chesapeake Utilities CPK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-50
Closed -$6.4K 639
2023
Q1
$6.4K Hold
50
﹤0.01% 538
2022
Q4
$5.91K Hold
50
﹤0.01% 523
2022
Q3
$6K Hold
50
﹤0.01% 544
2022
Q2
$6K Buy
+50
New +$6K ﹤0.01% 566