Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $802 | Hold |
10
| – | – | ﹤0.01% | 1169 |
|
|
2023
Q3 | $754 | Sell |
10
-31
| -76% | -$2.34K | ﹤0.01% | 909 |
|
|
2023
Q2 | $3.32K | Hold |
41
| – | – | ﹤0.01% | 774 |
|
|
2023
Q1 | $3.16K | Buy |
41
+31
| +310% | +$2.39K | ﹤0.01% | 767 |
|
|
2022
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 847 |
|
|
2022
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 801 |
|
|
2022
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 826 |
|
|
2022
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 812 |
|
|
2021
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 811 |
|
|
2021
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 740 |
|
|
2021
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 711 |
|
|
2021
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 643 |
|
|
2017
Q1 | – | Sell |
-155
| Closed | -$5K | – | 664 |
|
|
2016
Q4 | $5K | Buy |
+155
| New | +$5K | ﹤0.01% | 353 |
|
|
2013
Q3 | – | Sell |
-535
| Closed | -$13K | – | 62 |
|
|
2013
Q2 | $13K | Buy |
+535
| New | +$13K | 0.01% | 175 |
|