Schubert & Co’s Chesapeake Utilities CPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8
| Closed | -$1.02K | – | 372 |
|
|
2023
Q1 | $1.02K | Buy |
8
+3
| +60% | +$384 | ﹤0.01% | 1184 |
|
|
2022
Q4 | $591 | Sell |
5
-2
| -29% | -$236 | ﹤0.01% | 1348 |
|
|
2022
Q3 | $1K | Sell |
7
-2
| -22% | -$286 | ﹤0.01% | 1052 |
|
|
2022
Q2 | $1K | Buy |
9
+4
| +80% | +$444 | ﹤0.01% | 1041 |
|
|
2022
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 631 |
|
|
2021
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 581 |
|