9258 Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $381K | Hold |
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|
2024
Q2 | $351K | Hold |
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|
2024
Q1 | $393K | Hold |
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|
2023
Q4 | $353K | Sell |
|
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|
2023
Q3 | $443K | Sell |
|
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|
2023
Q2 | $485K | Sell |
|
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|
2023
Q1 | $505K | Sell |
|
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|
2022
Q4 | $526K | Sell |
|
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|
2022
Q3 | $724K | Sell |
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|
2022
Q2 | $804K | Sell |
|
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|
2022
Q1 | $953K | Buy |
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|
2021
Q4 | $739K | Buy |
|