USCA RIA’s Chesapeake Utilities CPK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
$391K Hold
2021
Q1
$377K Sell
2020
Q4
$390K Hold
2020
Q3
$303K Hold
2020
Q2
$302K Hold
2020
Q1
$309K Hold
2019
Q4
$345K Hold
2019
Q3
$343K Hold
2019
Q2
$342K Hold
2019
Q1
$328K Hold
2018
Q4
$293K Hold
2018
Q3
$302K Hold
2018
Q2
$288K Hold
2018
Q1
$253K Sell
2017
Q4
$424K Hold
2017
Q3
$405K Hold
2017
Q2
$405K Hold
2017
Q1
$374K Sell
2016
Q4
$402K Sell
2016
Q3
$542K Buy
2013
Q4
Sell
2013
Q3
$427K Buy