SWM
Selective Wealth Management’s Chesapeake Utilities CPK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-575
| Closed | -$66K | – | 228 |
|
|
2022
Q3 | $66K | Hold |
575
| – | – | 0.03% | 259 |
|
|
2022
Q2 | $74K | Hold |
575
| – | – | 0.03% | 261 |
|
|
2022
Q1 | $79K | Hold |
575
| – | – | 0.03% | 237 |
|
|
2021
Q4 | $84K | Hold |
575
| – | – | 0.03% | 214 |
|
|
2021
Q3 | $69K | Hold |
575
| – | – | 0.04% | 226 |
|
|
2021
Q2 | $69K | Buy |
+575
| New | +$69K | 0.06% | 151 |
|