Wealth Enhancement Advisory Services’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 | $775K | Buy |
6,296
+1,987
| +46% | +$244K | ﹤0.01% | 1889 |
|
|
2025
Q1 | $553K | Sell |
4,309
-87
| -2% | -$11.2K | ﹤0.01% | 1974 |
|
|
2024
Q4 | $533K | Buy |
4,396
+153
| +4% | +$18.6K | ﹤0.01% | 1933 |
|
|
2024
Q3 | $527K | Buy |
4,243
+466
| +12% | +$57.9K | ﹤0.01% | 1789 |
|
|
2024
Q2 | $401K | Sell |
3,777
-264
| -7% | -$28K | ﹤0.01% | 1781 |
|
|
2024
Q1 | $434K | Sell |
4,041
-130
| -3% | -$13.9K | ﹤0.01% | 1675 |
|
|
2023
Q4 | $441K | Buy |
4,171
+759
| +22% | +$80.2K | ﹤0.01% | 1586 |
|
|
2023
Q3 | $334K | Buy |
+3,412
| New | +$334K | ﹤0.01% | 1673 |
|