TPI
Trust Point Inc’s Chesapeake Utilities CPK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,329
| Closed | -$283K | – | 480 |
|
|
2024
Q4 | $283K | Sell |
2,329
-2,590
| -53% | -$314K | 0.02% | 449 |
|
|
2024
Q3 | $611K | Buy |
4,919
+153
| +3% | +$19K | 0.05% | 242 |
|
|
2024
Q2 | $506K | Buy |
4,766
+48
| +1% | +$5.1K | 0.04% | 262 |
|
|
2024
Q1 | $506K | Buy |
4,718
+1,950
| +70% | +$209K | 0.04% | 286 |
|
|
2023
Q4 | $292K | Buy |
+2,768
| New | +$292K | 0.02% | 399 |
|