TA
Tiedemann Advisors’s Chesapeake Utilities CPK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-36,950
| Closed | -$3.13M | – | 323 |
|
|
2020
Q3 | $3.13M | Buy |
36,950
+9,400
| +34% | +$796K | 0.15% | 94 |
|
|
2020
Q2 | $2.32M | Buy |
+27,550
| New | +$2.32M | 0.12% | 107 |
|
|
2018
Q4 | – | Sell |
-11,231
| Closed | -$947K | – | 427 |
|
|
2018
Q3 | $947K | Buy |
11,231
+100
| +0.9% | +$8.43K | 0.06% | 175 |
|
|
2018
Q2 | $894K | Sell |
11,131
-8,200
| -42% | -$659K | 0.06% | 174 |
|
|
2018
Q1 | $1.37M | Buy |
19,331
+2,190
| +13% | +$155K | 0.09% | 120 |
|
|
2017
Q4 | $1.35M | Sell |
17,141
-8,589
| -33% | -$677K | 0.1% | 100 |
|
|
2017
Q3 | $2.02M | Buy |
25,730
+910
| +4% | +$71.5K | 0.18% | 97 |
|
|
2017
Q2 | $1.86M | Sell |
24,820
-4,390
| -15% | -$329K | 0.14% | 132 |
|
|
2017
Q1 | $2.02M | Buy |
+29,210
| New | +$2.02M | 0.17% | 117 |
|