Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $466K | Sell |
5,916
-53
| -0.9% | -$4.17K | ﹤0.01% | 484 |
|
|
2024
Q1 | $526K | Buy |
5,969
+814
| +16% | +$71.8K | 0.01% | 449 |
|
|
2023
Q4 | $408K | Sell |
5,155
-109
| -2% | -$8.62K | ﹤0.01% | 490 |
|
|
2023
Q3 | $392K | Sell |
5,264
-49
| -0.9% | -$3.65K | 0.01% | 475 |
|
|
2023
Q2 | $429K | Buy |
5,313
+596
| +13% | +$48.1K | 0.01% | 458 |
|
|
2023
Q1 | $352K | Hold |
4,717
| – | – | 0.01% | 458 |
|
|
2022
Q4 | $352K | Buy |
4,717
+1,547
| +49% | +$115K | 0.01% | 460 |
|
|
2022
Q3 | $212K | Buy |
3,170
+35
| +1% | +$2.34K | ﹤0.01% | 540 |
|
|
2022
Q2 | $219K | Sell |
3,135
-3
| -0.1% | -$210 | ﹤0.01% | 539 |
|
|
2022
Q1 | $259K | Buy |
3,138
+85
| +3% | +$7.02K | 0.01% | 508 |
|
|
2021
Q4 | $220K | Buy |
+3,053
| New | +$220K | ﹤0.01% | 544 |
|
|
2021
Q1 | – | Sell |
-6,315
| Closed | -$438K | – | 553 |
|
|
2020
Q4 | $438K | Buy |
+6,315
| New | +$438K | 0.02% | 343 |
|
|
2020
Q2 | – | Sell |
-7,725
| Closed | -$339K | – | 419 |
|
|
2020
Q1 | $339K | Buy |
+7,725
| New | +$339K | 0.03% | 315 |
|