U.S. Capital Wealth Advisors’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 | $433K | Buy |
3,600
+600
| +20% | +$72.1K | 0.01% | 628 |
|
|
2025
Q1 | $385K | Hold |
3,000
| – | – | 0.01% | 638 |
|
|
2024
Q4 | $364K | Hold |
3,000
| – | – | 0.01% | 635 |
|
|
2024
Q3 | $373K | Hold |
3,000
| – | – | 0.01% | 540 |
|
|
2024
Q2 | $319K | Hold |
3,000
| – | – | 0.01% | 556 |
|
|
2024
Q1 | $322K | Hold |
3,000
| – | – | 0.01% | 550 |
|
|
2023
Q4 | $317K | Sell |
3,000
-250
| -8% | -$26.4K | 0.01% | 542 |
|
|
2023
Q3 | $318K | Hold |
3,250
| – | – | 0.01% | 513 |
|
|
2023
Q2 | $387K | Hold |
3,250
| – | – | 0.02% | 487 |
|
|
2023
Q1 | $416K | Hold |
3,250
| – | – | 0.02% | 467 |
|
|
2022
Q4 | $384K | Hold |
3,250
| – | – | 0.02% | 497 |
|
|
2022
Q3 | $375K | Hold |
3,250
| – | – | 0.02% | 493 |
|
|
2022
Q2 | $421K | Hold |
3,250
| – | – | 0.02% | 495 |
|
|
2022
Q1 | $448K | Hold |
3,250
| – | – | 0.02% | 534 |
|
|
2021
Q4 | $474K | Hold |
3,250
| – | – | 0.02% | 522 |
|
|
2021
Q3 | $390K | Buy |
+3,250
| New | +$390K | 0.02% | 555 |
|