Mather Group’s Chesapeake Utilities CPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12
| Closed | -$1.54K | – | 834 |
|
|
2025
Q1 | $1.54K | Hold |
12
| – | – | ﹤0.01% | 1597 |
|
|
2024
Q4 | $1.46K | Sell |
12
-14
| -54% | -$1.7K | ﹤0.01% | 1575 |
|
|
2024
Q3 | $3.23K | Hold |
26
| – | – | ﹤0.01% | 1382 |
|
|
2024
Q2 | $2.79K | Hold |
26
| – | – | ﹤0.01% | 1793 |
|
|
2024
Q1 | $2.75K | Buy |
+26
| New | +$2.75K | ﹤0.01% | 1483 |
|