9258 Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $381K | Hold |
4,459
| – | – | 0.06% | 242 |
|
|
2024
Q2 | $351K | Hold |
4,459
| – | – | 0.05% | 243 |
|
|
2024
Q1 | $393K | Hold |
4,459
| – | – | 0.06% | 229 |
|
|
2023
Q4 | $353K | Sell |
4,459
-1,489
| -25% | -$118K | 0.06% | 228 |
|
|
2023
Q3 | $443K | Sell |
5,948
-61
| -1% | -$4.54K | 0.09% | 188 |
|
|
2023
Q2 | $485K | Sell |
6,009
-554
| -8% | -$44.7K | 0.09% | 188 |
|
|
2023
Q1 | $505K | Sell |
6,563
-490
| -7% | -$37.7K | 0.1% | 175 |
|
|
2022
Q4 | $526K | Sell |
7,053
-3,798
| -35% | -$283K | 0.11% | 167 |
|
|
2022
Q3 | $724K | Sell |
10,851
-656
| -6% | -$43.8K | 0.19% | 116 |
|
|
2022
Q2 | $804K | Sell |
11,507
-40
| -0.3% | -$2.8K | 0.21% | 113 |
|
|
2022
Q1 | $953K | Buy |
11,547
+1,287
| +13% | +$106K | 0.22% | 111 |
|
|
2021
Q4 | $739K | Buy |
+10,260
| New | +$739K | 0.17% | 137 |
|