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Synergy Asset Management’s Chesapeake Utilities CPK Stock Holding History

Synergy Asset Management’s Portfolio CPK Stock Details CPK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,763
Closed -$511K – 146
2024
Q1 		$511K Sell
4,763
-129,922
-96% -$13.9M 0.09% 88
2023
Q4 		$14.2M Buy
+134,685
New +$14.2M 2.55% 10