Orion Portfolio Solutions’s Chesapeake Utilities CPK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,721
| Closed | -$205K | – | 1620 |
|
|
2023
Q2 | $205K | Sell |
1,721
-1,047
| -38% | -$125K | ﹤0.01% | 1551 |
|
|
2023
Q1 | $354K | Buy |
+2,768
| New | +$354K | ﹤0.01% | 1279 |
|
|
2020
Q3 | – | Sell |
-2
| Closed | – | – | 747 |
|
|
2020
Q2 | $0 | Sell |
2
-4
| -67% | – | ﹤0.01% | 2213 |
|
|
2020
Q1 | $1K | Buy |
6
+2
| +50% | +$333 | ﹤0.01% | 1690 |
|
|
2019
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1824 |
|