Accurate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,308
| Closed | -$176K | – | 491 |
|
|
2022
Q4 | $176K | Buy |
+2,308
| New | +$176K | 0.06% | 225 |
|
|
2022
Q3 | – | Sell |
-3,075
| Closed | -$215K | – | 190 |
|
|
2022
Q2 | $215K | Buy |
+3,075
| New | +$215K | 0.12% | 142 |
|
|
2022
Q1 | – | Sell |
-4,000
| Closed | -$288K | – | 184 |
|
|
2021
Q4 | $288K | Buy |
+4,000
| New | +$288K | 0.24% | 110 |
|