Tarbox Family Office’s Chesapeake Utilities CPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-20
| Closed | -$3K | – | 314 |
|
|
2022
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 666 |
|
|
2021
Q4 | $3K | Hold |
20
| – | – | ﹤0.01% | 766 |
|
|
2021
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 905 |
|
|
2021
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 912 |
|
|
2021
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 859 |
|
|
2020
Q4 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 806 |
|