Mark Sheptoff Financial Planning’s Chesapeake Utilities CPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-206
| Closed | -$24.5K | – | 390 |
|
|
2023
Q2 | $24.5K | Hold |
206
| – | – | 0.01% | 207 |
|
|
2023
Q1 | $26.4K | Hold |
206
| – | – | 0.02% | 199 |
|
|
2022
Q4 | $24.3K | Hold |
206
| – | – | 0.01% | 204 |
|
|
2022
Q3 | $24K | Hold |
206
| – | – | 0.01% | 189 |
|
|
2022
Q2 | $27K | Hold |
206
| – | – | 0.02% | 194 |
|
|
2022
Q1 | $28K | Hold |
206
| – | – | 0.01% | 216 |
|
|
2021
Q4 | $30K | Buy |
+206
| New | +$30K | 0.01% | 220 |
|