Occudo Quantitative Strategies’s Chesapeake Utilities CPK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,619
| Closed | -$384K | – | 755 |
|
|
2024
Q2 | $384K | Buy |
+3,619
| New | +$384K | 0.07% | 370 |
|
|
2023
Q4 | – | Sell |
-7,396
| Closed | -$723K | – | 852 |
|
|
2023
Q3 | $723K | Buy |
7,396
+3,196
| +76% | +$312K | 0.09% | 377 |
|
|
2023
Q2 | $500K | Buy |
+4,200
| New | +$500K | 0.05% | 559 |
|