Strategic Wealth Management Group’s Chesapeake Utilities CPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $3.5M | Sell |
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2021
Q1 | $4.35M | Hold |
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|
2020
Q4 | $4.06M | Hold |
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2020
Q3 | $3.16M | Hold |
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|
2020
Q2 | $3.15M | Hold |
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|
2020
Q1 | $3.21M | Hold |
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|
2019
Q4 | $3.59M | Hold |
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|
2019
Q3 | $3.57M | Hold |
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|
2019
Q2 | $3.56M | Hold |
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|
2019
Q1 | $3.42M | Buy |
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|
2018
Q4 | $334K | Buy |
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