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Company Main View
Name:
Chesapeake Wealth Management
City:
WILLIAMSBURG
State:
VA
Zip:
23188
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
2019-09-30
2019-06-30
2019-03-31
2018-12-31
2018-09-30
2018-06-30
2018-03-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$274,284,000
Total Value Change :
$15,296,000
Securities Held Change :
0
All Securities Held :
151
New Positions
:
2
Closed Positions
:
4
Increased Positions
:
39
Unchanged Positions
:
12
Decreased Positions
:
98
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Free Registration Required For Full Results
Holdings Found :
4
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
IWF
iShares Russell 1000 Growth
154
Closed
$342.95
$0
0
0%
-223,000
-735
0
Closed - End Fund - E...
AN
AutoNation Inc
153
Closed
$169.51
$0
0
0%
-245,000
-1,629
0
Auto Dealerships
LNT
Alliant Energy Corp
152
Closed
$51.97
$0
0
0%
-212,000
-4,135
0
Multi Utilities
CTVA
Corteva, Inc.
155
Closed
$56.00
$0
0
0%
-289,000
-6,021
0
N/A
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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