Wealthcare Capital Partners’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
$541K Buy
4,497
+13
+0.3% +$1.56K 0.27% 66
2025
Q1
$576K Buy
4,484
+15
+0.3% +$1.93K 0.3% 56
2024
Q4
$542K Buy
+4,469
New +$542K 0.28% 52