Advantage Investment 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | $6K | Hold |
135
| – | – | ﹤0.01% | 728 |
|
2019
Q2 | $6K | Hold |
135
| – | – | ﹤0.01% | 739 |
|
2019
Q1 | $6K | Buy |
135
+40
| +42% | +$1.78K | ﹤0.01% | 724 |
|
2018
Q4 | $3K | Buy |
+95
| New | +$3K | ﹤0.01% | 840 |
|
2015
Q3 | – | Sell |
-2,375
| Closed | -$76K | – | 840 |
|
2015
Q2 | $76K | Sell |
2,375
-175
| -7% | -$5.6K | 0.04% | 281 |
|
2015
Q1 | $93K | Hold |
2,550
| – | – | 0.05% | 250 |
|
2014
Q4 | $98K | Buy |
+2,550
| New | +$98K | 0.07% | 213 |
|