OneDigital 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
2018
Q2
Sell
-363
Closed -$26K 1329
2018
Q1
$26K Buy
363
+2
+0.6% +$143 0.01% 712
2017
Q4
$28K Buy
361
+1
+0.3% +$78 ﹤0.01% 674
2017
Q3
$28K Buy
360
+2
+0.6% +$156 0.01% 527
2017
Q2
$27K Buy
+358
New +$27K 0.01% 642