Valeo 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
2021
Q2
Sell
-23
Closed -$3K 712
2021
Q1
$3K Buy
+23
New +$3K ﹤0.01% 1597
2020
Q3
Sell
-56
Closed -$5K 1638
2020
Q2
$5K Buy
56
+43
+331% +$3.84K ﹤0.01% 1430
2020
Q1
$1K Buy
+13
New +$1K ﹤0.01% 1586