U.S. Capital Wealth Advisors’s Chesapeake Utilities CPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $485K | Hold |
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|
2025
Q2 | $433K | Buy |
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|
2025
Q1 | $385K | Hold |
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|
2024
Q4 | $364K | Hold |
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|
2024
Q3 | $373K | Hold |
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|
2024
Q2 | $319K | Hold |
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|
2024
Q1 | $322K | Hold |
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|
2023
Q4 | $317K | Sell |
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|
2023
Q3 | $318K | Hold |
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|
2023
Q2 | $387K | Hold |
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|
2023
Q1 | $416K | Hold |
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|
2022
Q4 | $384K | Hold |
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|
2022
Q3 | $375K | Hold |
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|
2022
Q2 | $421K | Hold |
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|
2022
Q1 | $448K | Hold |
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|
2021
Q4 | $474K | Hold |
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|
2021
Q3 | $390K | Buy |
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