Sound Income Strategies’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 | $95.1K | Hold |
791
| – | – | 0.01% | 391 |
|
|
2025
Q1 | $102K | Hold |
791
| – | – | 0.01% | 388 |
|
|
2024
Q4 | $96K | Hold |
791
| – | – | 0.01% | 361 |
|
|
2024
Q3 | $98.2K | Hold |
791
| – | – | 0.01% | 345 |
|
|
2024
Q2 | $84K | Sell |
791
-290
| -27% | -$30.8K | 0.01% | 357 |
|
|
2024
Q1 | $116K | Hold |
1,081
| – | – | 0.01% | 282 |
|
|
2023
Q4 | $114K | Hold |
1,081
| – | – | 0.01% | 265 |
|
|
2023
Q3 | $106K | Sell |
1,081
-398
| -27% | -$38.9K | 0.01% | 204 |
|
|
2023
Q2 | $176K | Buy |
+1,479
| New | +$176K | 0.02% | 159 |
|