Berman Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3K | Sell |
61
-50
| -45% | -$2.46K | ﹤0.01% | 1570 |
|
|
2021
Q2 | $8K | Buy |
111
+1
| +0.9% | +$72 | ﹤0.01% | 1188 |
|
|
2021
Q1 | $8K | Buy |
110
+15
| +16% | +$1.09K | ﹤0.01% | 1091 |
|
|
2020
Q4 | $6K | Sell |
95
-90
| -49% | -$5.68K | ﹤0.01% | 1074 |
|
|
2020
Q3 | $11K | Sell |
185
-40
| -18% | -$2.38K | ﹤0.01% | 758 |
|
|
2020
Q2 | $11K | Sell |
225
-80
| -26% | -$3.91K | ﹤0.01% | 718 |
|
|
2020
Q1 | $13K | Buy |
305
+120
| +65% | +$5.12K | ﹤0.01% | 598 |
|
|
2019
Q4 | $9K | Hold |
185
| – | – | ﹤0.01% | 768 |
|
|
2019
Q3 | $8K | Hold |
185
| – | – | ﹤0.01% | 776 |
|
|
2019
Q2 | $8K | Buy |
185
+60
| +48% | +$2.6K | ﹤0.01% | 802 |
|
|
2019
Q1 | $5K | Buy |
125
+90
| +257% | +$3.6K | ﹤0.01% | 854 |
|
|
2018
Q4 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 970 |
|