Sutton Wealth Advisors’s Chesapeake Utilities CPK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-264
| Closed | -$31.2K | – | 979 |
|
|
2022
Q4 | $31.2K | Sell |
264
-2
| -0.8% | -$236 | 0.01% | 539 |
|
|
2022
Q3 | $30.7K | Buy |
266
+6
| +2% | +$692 | 0.01% | 517 |
|
|
2022
Q2 | $33.7K | Sell |
260
-2
| -0.8% | -$259 | 0.01% | 501 |
|
|
2022
Q1 | $36.1K | Sell |
262
-1
| -0.4% | -$138 | 0.01% | 512 |
|
|
2021
Q4 | $38.3K | Buy |
263
+3
| +1% | +$437 | 0.01% | 498 |
|
|
2021
Q3 | $31.2K | Hold |
260
| – | – | 0.01% | 541 |
|
|
2021
Q2 | $31.3K | Hold |
260
| – | – | 0.01% | 558 |
|
|
2021
Q1 | $30.2K | Buy |
+260
| New | +$30.2K | 0.01% | 550 |
|