BerganKDV 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
Q2 | $26.1K | Sell |
323
-15
| -4% | -$1.21K | ﹤0.01% | 460 |
|
|
2023
Q1 | $26K | Buy |
338
+223
| +194% | +$17.2K | ﹤0.01% | 485 |
|
|
2022
Q4 | $8.58K | Sell |
115
-67
| -37% | -$5K | ﹤0.01% | 600 |
|
|
2022
Q3 | $12K | Hold |
182
| – | – | ﹤0.01% | 549 |
|
|
2022
Q2 | $13K | Sell |
182
-4
| -2% | -$286 | ﹤0.01% | 545 |
|
|
2022
Q1 | $15K | Sell |
186
-5
| -3% | -$403 | ﹤0.01% | 547 |
|
|
2021
Q4 | $14K | Buy |
+191
| New | +$14K | ﹤0.01% | 595 |
|
|
2020
Q2 | – | Sell |
-80
| Closed | -$4K | – | 976 |
|
|
2020
Q1 | $4K | Hold |
80
| – | – | ﹤0.01% | 601 |
|
|
2019
Q4 | $4K | Buy |
+80
| New | +$4K | ﹤0.01% | 647 |
|