BFA
BMS Financial Advisors’s Canadian Pacific Kansas City CP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $453K | Sell |
5,604
-163
| -3% | -$13.2K | 0.3% | 52 |
|
|
2023
Q1 | $444K | Sell |
5,767
-34
| -0.6% | -$2.62K | 0.31% | 76 |
|
|
2022
Q4 | $433K | Buy |
5,801
+177
| +3% | +$13.2K | 0.29% | 64 |
|
|
2022
Q3 | $375K | Buy |
5,624
+15
| +0.3% | +$1K | 0.26% | 72 |
|
|
2022
Q2 | $392K | Buy |
5,609
+359
| +7% | +$25.1K | 0.26% | 71 |
|
|
2022
Q1 | $433K | Buy |
+5,250
| New | +$433K | 0.28% | 76 |
|