Aldebaran Financial’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
Q3 | – | Sell |
-3,134
| Closed | -$253K | – | 64 |
|
|
2023
Q2 | $253K | Hold |
3,134
| – | – | 0.34% | 54 |
|
|
2023
Q1 | $241K | Hold |
3,134
| – | – | 0.31% | 65 |
|
|
2022
Q4 | $234K | Hold |
3,134
| – | – | 0.25% | 72 |
|
|
2022
Q3 | $212K | Hold |
3,134
| – | – | 0.23% | 72 |
|
|
2022
Q2 | $220K | Hold |
3,134
| – | – | 0.23% | 72 |
|
|
2022
Q1 | $259K | Hold |
3,134
| – | – | 0.2% | 78 |
|
|
2021
Q4 | $225K | Buy |
+3,134
| New | +$225K | 0.17% | 85 |
|