TD Private Client Wealth’s Chesapeake Utilities CPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.37K | Sell |
28
-14
| -33% | -$1.68K | ﹤0.01% | 1157 |
|
|
2025
Q1 | $5.39K | Buy |
42
+15
| +56% | +$1.93K | ﹤0.01% | 1074 |
|
|
2024
Q4 | $3.28K | Buy |
27
+2
| +8% | +$243 | ﹤0.01% | 1139 |
|
|
2024
Q3 | $3.1K | Buy |
25
+17
| +213% | +$2.11K | ﹤0.01% | 1143 |
|
|
2024
Q2 | $850 | Hold |
8
| – | – | ﹤0.01% | 1176 |
|
|
2024
Q1 | $858 | Sell |
8
-7
| -47% | -$751 | ﹤0.01% | 1184 |
|
|
2023
Q4 | $1.58K | Sell |
15
-31
| -67% | -$3.27K | ﹤0.01% | 1167 |
|
|
2023
Q3 | $4.5K | Sell |
46
-101
| -69% | -$9.87K | ﹤0.01% | 1124 |
|
|
2023
Q2 | $17.5K | Buy |
+147
| New | +$17.5K | ﹤0.01% | 969 |
|
|
2020
Q3 | – | Sell |
-145
| Closed | -$12.2K | – | 1121 |
|
|
2020
Q2 | $12.2K | Buy |
+145
| New | +$12.2K | ﹤0.01% | 781 |
|