Mount Yale Investment Advisors’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 | $25.6K | Buy |
+213
| New | +$25.6K | ﹤0.01% | 992 |
|
|
2019
Q1 | – | Sell |
-2,477
| Closed | -$218K | – | 304 |
|
|
2018
Q4 | $218K | Sell |
2,477
-153
| -6% | -$13.5K | 0.04% | 287 |
|
|
2018
Q3 | $215K | Sell |
2,630
-126
| -5% | -$10.3K | 0.04% | 295 |
|
|
2018
Q2 | $220K | Sell |
2,756
-24
| -0.9% | -$1.92K | 0.04% | 295 |
|
|
2018
Q1 | $196K | Buy |
+2,780
| New | +$196K | 0.04% | 293 |
|