Stratos Wealth Partners’s Chesapeake Utilities CPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-13
| Closed | -$1K | – | 1117 |
|
|
2018
Q3 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 2808 |
|
|
2016
Q3 | – | Sell |
-5,398
| Closed | -$357K | – | 688 |
|
|
2016
Q2 | $357K | Hold |
5,398
| – | – | 0.03% | 404 |
|
|
2016
Q1 | $340K | Buy |
5,398
+13
| +0.2% | +$819 | 0.03% | 379 |
|
|
2015
Q4 | $306K | Buy |
+5,385
| New | +$306K | 0.03% | 422 |
|