Burt Wealth Advisors’s Canadian Pacific Kansas City CP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-300
| Closed | -$11K | – | 358 |
|
|
2018
Q4 | $11K | Hold |
300
| – | – | 0.01% | 270 |
|
|
2018
Q3 | $13K | Buy |
+300
| New | +$13K | 0.01% | 279 |
|
|
2016
Q2 | – | Sell |
-1,000
| Closed | -$27K | – | 447 |
|
|
2016
Q1 | $27K | Buy |
+1,000
| New | +$27K | 0.02% | 215 |
|