YorkBridge Wealth Partners’s Chesapeake Utilities CPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-114
| Closed | -$11K | – | 265 |
|
|
2019
Q2 | $11K | Sell |
114
-44
| -28% | -$4.25K | ﹤0.01% | 528 |
|
|
2019
Q1 | $14K | Sell |
158
-136
| -46% | -$12.1K | 0.01% | 515 |
|
|
2018
Q4 | $24K | Hold |
294
| – | – | 0.01% | 415 |
|
|
2018
Q3 | $24K | Hold |
294
| – | – | 0.01% | 481 |
|
|
2018
Q2 | $24K | Sell |
294
-47
| -14% | -$3.84K | 0.01% | 488 |
|
|
2018
Q1 | $25K | Buy |
341
+49
| +17% | +$3.59K | 0.01% | 468 |
|
|
2017
Q4 | $20K | Sell |
292
-8
| -3% | -$548 | 0.01% | 512 |
|
|
2017
Q3 | $23K | Buy |
300
+2
| +0.7% | +$153 | 0.01% | 484 |
|
|
2017
Q2 | $22K | Hold |
298
| – | – | 0.01% | 479 |
|
|
2017
Q1 | $22K | Buy |
298
+182
| +157% | +$13.4K | 0.01% | 484 |
|
|
2016
Q4 | $8K | Buy |
+116
| New | +$8K | ﹤0.01% | 629 |
|