Rothschild Investment LLC’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 | $16.8K | Buy |
140
+10
| +8% | +$1.2K | ﹤0.01% | 1056 |
|
|
2025
Q1 | $16.7K | Buy |
130
+10
| +8% | +$1.28K | ﹤0.01% | 1048 |
|
|
2024
Q4 | $14.6K | Buy |
120
+3
| +3% | +$364 | ﹤0.01% | 1081 |
|
|
2024
Q3 | $14.5K | Buy |
117
+17
| +17% | +$2.11K | ﹤0.01% | 1066 |
|
|
2024
Q2 | $10.6K | Buy |
100
+10
| +11% | +$1.06K | ﹤0.01% | 1092 |
|
|
2024
Q1 | $9.66K | Hold |
90
| – | – | ﹤0.01% | 1054 |
|
|
2023
Q4 | $9.51K | Buy |
+90
| New | +$9.51K | ﹤0.01% | 1002 |
|