Ameritas Advisory Services’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 | $186K | Buy |
+2,344
| New | +$186K | 0.01% | 760 |
|
|
2024
Q1 | – | Sell |
-2,934
| Closed | -$240K | – | 881 |
|
|
2023
Q4 | $240K | Buy |
+2,934
| New | +$240K | 0.01% | 623 |
|
|
2023
Q2 | – | Sell |
-947
| Closed | -$72.8K | – | 930 |
|
|
2023
Q1 | $72.8K | Sell |
947
-1,988
| -68% | -$153K | ﹤0.01% | 1117 |
|
|
2022
Q4 | $219K | Buy |
+2,935
| New | +$219K | 0.01% | 796 |
|