APP
Avantax Planning Partners’s Canadian Pacific Kansas City CP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,610
| Closed | -$215K | – | 348 |
|
|
2022
Q1 | $215K | Buy |
+2,610
| New | +$215K | 0.01% | 334 |
|
|
2021
Q4 | – | Sell |
-3,206
| Closed | -$209K | – | 358 |
|
|
2021
Q3 | $209K | Buy |
+3,206
| New | +$209K | 0.01% | 312 |
|
|
2021
Q2 | – | Sell |
-1,364
| Closed | -$517K | – | 332 |
|
|
2021
Q1 | $517K | Hold |
1,364
| – | – | 0.03% | 183 |
|
|
2020
Q4 | $473K | Hold |
1,364
| – | – | 0.02% | 183 |
|
|
2020
Q3 | $415K | Hold |
1,364
| – | – | 0.02% | 197 |
|
|
2020
Q2 | $348K | Hold |
1,364
| – | – | 0.02% | 203 |
|
|
2020
Q1 | $300K | Hold |
1,364
| – | – | 0.02% | 202 |
|
|
2019
Q4 | $348K | Sell |
1,364
-16
| -1% | -$4.08K | 0.02% | 216 |
|
|
2019
Q3 | $307K | Sell |
1,380
-29
| -2% | -$6.45K | 0.02% | 226 |
|
|
2019
Q2 | $336K | Sell |
1,409
-127
| -8% | -$30.3K | 0.02% | 220 |
|
|
2019
Q1 | $316K | Buy |
1,536
+45
| +3% | +$9.26K | 0.02% | 222 |
|
|
2018
Q4 | $265K | Sell |
1,491
-118
| -7% | -$21K | 0.02% | 214 |
|
|
2018
Q3 | $341K | Hold |
1,609
| – | – | 0.03% | 181 |
|
|
2018
Q2 | $295K | Sell |
1,609
-288
| -15% | -$52.8K | 0.03% | 186 |
|
|
2018
Q1 | $334K | Buy |
+1,897
| New | +$334K | 0.03% | 212 |
|