MGIA
Moneta Group Investment Advisors’s Chesapeake Utilities CPK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Hold |
2,131
| – | – | ﹤0.01% | 606 |
|
|
2025
Q1 | $274K | Buy |
2,131
+31
| +1% | +$3.98K | ﹤0.01% | 547 |
|
|
2024
Q4 | $255K | Buy |
2,100
+85
| +4% | +$10.3K | ﹤0.01% | 579 |
|
|
2024
Q3 | $250K | Sell |
2,015
-9
| -0.4% | -$1.12K | ﹤0.01% | 565 |
|
|
2024
Q2 | $215K | Sell |
2,024
-8
| -0.4% | -$850 | ﹤0.01% | 563 |
|
|
2024
Q1 | $218K | Buy |
+2,032
| New | +$218K | ﹤0.01% | 563 |
|