Transamerica Financial Advisors’s Chesapeake Utilities CPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-600
| Closed | -$38K | – | 450 |
|
|
2016
Q1 | $38K | Hold |
600
| – | – | ﹤0.01% | 401 |
|
|
2015
Q4 | $35K | Hold |
600
| – | – | ﹤0.01% | 454 |
|
|
2015
Q3 | $32K | Hold |
600
| – | – | ﹤0.01% | 437 |
|
|
2015
Q2 | $33K | Hold |
600
| – | – | ﹤0.01% | 501 |
|
|
2015
Q1 | $31K | Hold |
600
| – | – | ﹤0.01% | 488 |
|
|
2014
Q4 | $30K | Hold |
600
| – | – | ﹤0.01% | 400 |
|
|
2014
Q3 | $25K | Hold |
600
| – | – | ﹤0.01% | 396 |
|
|
2014
Q2 | $29K | Hold |
600
| – | – | ﹤0.01% | 409 |
|
|
2014
Q1 | $26K | Hold |
600
| – | – | ﹤0.01% | 388 |
|
|
2013
Q4 | $25K | Hold |
600
| – | – | ﹤0.01% | 394 |
|
|
2013
Q3 | $21K | Hold |
600
| – | – | ﹤0.01% | 382 |
|
|
2013
Q2 | $21K | Buy |
+600
| New | +$21K | ﹤0.01% | 361 |
|