Mount Yale Investment Advisors’s Chesapeake Utilities CPK Stock Holding History

Mount Yale Investment Advisors’s Portfolio CPK Stock Details CPK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$25.6K	Buy
2019 Q1	–	Sell
2018 Q4	$218K	Sell
2018 Q3	$215K	Sell
2018 Q2	$220K	Sell
2018 Q1	$196K	Buy