TCI Wealth Advisors’s Chesapeake Utilities CPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1
| Closed | -$128 | – | 647 |
|
|
2023
Q1 | $128 | Hold |
1
| – | – | ﹤0.01% | 2383 |
|
|
2022
Q4 | $118 | Hold |
1
| – | – | ﹤0.01% | 2392 |
|
|
2022
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 2300 |
|
|
2022
Q2 | – | Sell |
-55
| Closed | -$8K | – | 2307 |
|
|
2022
Q1 | $8K | Hold |
55
| – | – | ﹤0.01% | 1232 |
|
|
2021
Q4 | $8K | Hold |
55
| – | – | ﹤0.01% | 1306 |
|
|
2021
Q3 | $7K | Buy |
+55
| New | +$7K | ﹤0.01% | 1324 |
|