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  Name: Chesapeake Wealth Management
  City: WILLIAMSBURG
  State: VA
  Zip: 23188
   
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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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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)1 Year Chart         IWF iShares Russell 1000 Growth 154 Closed $342.95 $0 0 0% -223,000 -735 0    Closed - End Fund - E...
   (AN)1 Year Chart         AN AutoNation Inc 153 Closed $169.51 $0 0 0% -245,000 -1,629 0    Auto Dealerships
   (LNT)1 Year Chart         LNT Alliant Energy Corp 152 Closed $51.97 $0 0 0% -212,000 -4,135 0    Multi Utilities
   (CTVA)1 Year Chart         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
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