Angeles 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,150
| Closed | -$248K | – | 335 |
|
|
2024
Q2 | $248K | Buy |
3,150
+16
| +0.5% | +$1.26K | 0.02% | 204 |
|
|
2024
Q1 | $276K | Buy |
3,134
+6
| +0.2% | +$529 | 0.03% | 183 |
|
|
2023
Q4 | $247K | Sell |
3,128
-69
| -2% | -$5.46K | 0.03% | 173 |
|
|
2023
Q3 | $238K | Buy |
3,197
+35
| +1% | +$2.6K | 0.03% | 148 |
|
|
2023
Q2 | $255K | Buy |
+3,162
| New | +$255K | 0.03% | 156 |
|
|
2023
Q1 | – | Sell |
-3,162
| Closed | -$236K | – | 210 |
|
|
2022
Q4 | $236K | Sell |
3,162
-873
| -22% | -$65.1K | 0.04% | 153 |
|
|
2022
Q3 | $269K | Buy |
4,035
+27
| +0.7% | +$1.8K | 0.05% | 132 |
|
|
2022
Q2 | $280K | Sell |
4,008
-44
| -1% | -$3.07K | 0.06% | 138 |
|
|
2022
Q1 | $334K | Buy |
+4,052
| New | +$334K | 0.06% | 128 |
|