Wilmington Savings Fund Society’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 | $208K | Buy |
1,731
+266
| +18% | +$32K | ﹤0.01% | 789 |
|
2025
Q1 | $188K | Hold |
1,465
| – | – | ﹤0.01% | 814 |
|
2024
Q4 | $178K | Hold |
1,465
| – | – | ﹤0.01% | 871 |
|
2024
Q3 | $182K | Buy |
+1,465
| New | +$182K | ﹤0.01% | 852 |
|
2022
Q2 | – | Sell |
-1,465
| Closed | -$202K | – | 368 |
|
2022
Q1 | $202K | Hold |
1,465
| – | – | 0.01% | 365 |
|
2021
Q4 | $214K | Buy |
+1,465
| New | +$214K | 0.01% | 365 |
|