AllSquare 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
2025 Q2	$47.6K	Hold	600	–	–	0.03%	230
2025 Q1	$42.1K	Hold	600	–	–	0.03%	227
2024 Q4	$43.4K	Hold	600	–	–	0.03%	223
2024 Q3	$51.4K	Hold	600	–	–	0.03%	214
2024 Q2	$47.2K	Hold	600	–	–	0.03%	210
2024 Q1	$53K	Hold	600	–	–	0.03%	208
2023 Q4	$47.7K	Hold	600	–	–	0.03%	217
2023 Q3	$44.8K	Hold	600	–	–	0.03%	207
2023 Q2	$46.3K	Hold	600	–	–	0.03%	216
2023 Q1	$46.2K	Hold	600	–	–	0.03%	218
2022 Q4	$44.8K	Hold	600	–	–	0.03%	211
2022 Q3	$40K	Hold	600	–	–	0.03%	213
2022 Q2	$42K	Hold	600	–	–	0.03%	215
2022 Q1	$50K	Hold	600	–	–	0.03%	226
2021 Q4	$43K	Hold	600	–	–	0.03%	236
2021 Q3	$39K	Buy	600 +100	+20%	+$6.5K	0.02%	249
2021 Q2	$38K	Hold	500	–	–	0.02%	264
2021 Q1	$38K	Hold	500	–	–	0.02%	253
2020 Q4	$35K	Hold	500	–	–	0.02%	230
2020 Q3	$30K	Hold	500	–	–	0.02%	238
2020 Q2	$26K	Hold	500	–	–	0.02%	240
2020 Q1	$22K	Hold	500	–	–	0.02%	241
2019 Q4	$25K	Hold	500	–	–	0.02%	243
2019 Q3	$22K	Hold	500	–	–	0.02%	249
2019 Q2	$24K	Hold	500	–	–	0.02%	249
2019 Q1	$21K	Hold	500	–	–	0.02%	256
2018 Q4	$18K	Hold	500	–	–	0.01%	252
2018 Q3	$21K	Hold	500	–	–	0.02%	267
2018 Q2	$18K	Hold	500	–	–	0.01%	284
2018 Q1	$18K	Hold	500	–	–	0.01%	237
2017 Q4	$18K	Hold	500	–	–	0.01%	242
2017 Q3	$17K	Hold	500	–	–	0.01%	239
2017 Q2	$16K	Hold	500	–	–	0.02%	119
2017 Q1	$15K	Buy	+500	New	+$15K	0.01%	233