NewEdge 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 | $15K | Hold |
125
| – | – | ﹤0.01% | 3046 |
|
|
2025
Q1 | $16.1K | Hold |
125
| – | – | ﹤0.01% | 2938 |
|
|
2024
Q4 | $15.2K | Hold |
125
| – | – | ﹤0.01% | 2889 |
|
|
2024
Q3 | $15.5K | Hold |
125
| – | – | ﹤0.01% | 2793 |
|
|
2024
Q2 | $13.3K | Sell |
125
-31
| -20% | -$3.3K | ﹤0.01% | 2754 |
|
|
2024
Q1 | $16.8K | Sell |
156
-91
| -37% | -$9.77K | ﹤0.01% | 2688 |
|
|
2023
Q4 | $26.1K | Buy |
247
+112
| +83% | +$11.8K | ﹤0.01% | 2471 |
|
|
2023
Q3 | $13.2K | Hold |
135
| – | – | ﹤0.01% | 2491 |
|
|
2023
Q2 | $16.1K | Hold |
135
| – | – | ﹤0.01% | 2445 |
|
|
2023
Q1 | $17.3K | Sell |
135
-734
| -84% | -$94K | ﹤0.01% | 2386 |
|
|
2022
Q4 | $86.8K | Buy |
+869
| New | +$86.8K | ﹤0.01% | 1497 |
|
|
2017
Q3 | – | Sell |
-368
| Closed | -$28K | – | 504 |
|
|
2017
Q2 | $28K | Buy |
+368
| New | +$28K | ﹤0.01% | 638 |
|