NBC Securities’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 | $25K | Sell |
211
-23
| -10% | -$2.73K | ﹤0.01% | 1599 |
|
|
2025
Q1 | $30K | Buy |
+234
| New | +$30K | ﹤0.01% | 1325 |
|
|
2024
Q4 | – | Sell |
-234
| Closed | -$29K | – | 1421 |
|
|
2024
Q3 | $29K | Hold |
234
| – | – | ﹤0.01% | 1354 |
|
|
2024
Q2 | $24K | Hold |
234
| – | – | ﹤0.01% | 1377 |
|
|
2024
Q1 | $25K | Hold |
234
| – | – | ﹤0.01% | 1373 |
|
|
2023
Q4 | $24K | Sell |
234
-300
| -56% | -$30.8K | ﹤0.01% | 1402 |
|
|
2023
Q3 | $52K | Buy |
+534
| New | +$52K | 0.01% | 1116 |
|