Aft Forsyth & Sober’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-15,141
| Closed | -$1.1M | – | 73 |
|
2024
Q4 | $1.1M | Hold |
15,141
| – | – | 0.36% | 66 |
|
2024
Q3 | $1.3M | Hold |
15,141
| – | – | 0.43% | 65 |
|
2024
Q2 | $1.19M | Hold |
15,141
| – | – | 0.41% | 68 |
|
2024
Q1 | $1.33M | Hold |
15,141
| – | – | 0.47% | 64 |
|
2023
Q4 | $1.2M | Hold |
15,141
| – | – | 0.46% | 68 |
|
2023
Q3 | $1.13M | Hold |
15,141
| – | – | 0.48% | 63 |
|
2023
Q2 | $1.22M | Hold |
15,141
| – | – | 0.51% | 59 |
|
2023
Q1 | $1.16M | Hold |
15,141
| – | – | 0.59% | 56 |
|
2022
Q4 | $1.13M | Hold |
15,141
| – | – | 0.51% | 63 |
|
2022
Q3 | $1.01M | Hold |
15,141
| – | – | 0.49% | 61 |
|
2022
Q2 | $1.06M | Hold |
15,141
| – | – | 0.49% | 66 |
|
2022
Q1 | $1.25M | Hold |
15,141
| – | – | 0.49% | 67 |
|
2021
Q4 | $1.09M | Buy |
+15,141
| New | +$1.09M | 0.38% | 71 |
|