AC
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Avestar Capital’s Canadian Pacific Kansas City CP Stock Holding History

Avestar Capital’s Portfolio CP Stock Details CP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,678
Closed -$236K – 467
2024
Q1 		$236K Buy
2,678
+91
+4% +$7.64K 0.02% 393
2023
Q4 		$205K Sell
2,587
-1,320
-34% -$96.6K 0.02% 360
2023
Q3 		$291K Buy
3,907
+14
+0.4% +$1.11K 0.04% 261
2023
Q2 		$315K Buy
3,893
+102
+3% +$8.05K 0.05% 221
2023
Q1 		$292K Buy
+3,791
New +$293K 0.05% 240
2022
Q1 		– Sell
-6,420
Closed -$462K – 406
2021
Q4 		$462K Sell
6,420
-1,381
-18% -$101K 0.06% 273
2021
Q3 		$508K Buy
7,801
+26
+0.3% +$1.85K 0.07% 271
2021
Q2 		$599K Sell
7,775
-445
-5% -$34.5K 0.08% 246
2021
Q1 		$616K Sell
8,220
-565
-6% -$40.7K 0.14% 157
2020
Q4 		$610K Sell
8,785
-25
-0.3% -$1.63K 0.17% 110
2020
Q3 		$543K Sell
8,810
-1,180
-12% -$67.3K 0.18% 116
2020
Q2 		$510K Sell
9,990
-1,350
-12% -$64K 0.23% 102
2020
Q1 		$498K Buy
+11,340
New +$558K 0.27% 89
2019
Q1 		– Sell
-70
Closed -$1K – 863
2018
Q4 		$1K Hold
70
– – ﹤0.01% 705
2018
Q3 		$2K Buy
+70
New +$2.8K ﹤0.01% 623

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