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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 : 2     View All Holdings Currently Viewing:  New 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
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... 132 New $167.79 $262,000 1,549 0.1% 262,000 1,549 0.001    Closed - End Fund - E...
   (PGR)1 Year Chart         PGR Progressive Corp 143 New $207.01 $233,000 1,128 0.08% 233,000 1,128 0    Property & Casualty I...

      2 Records Found
  1    
Page 1 of 1
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