Caldwell Trust’s Canadian Pacific Kansas City CP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-535
|
|
||||
|
2024
Q1 | $47.2K | Buy |
+535
|
|
||||
|
2021
Q3 | – | Sell |
-205
|
|
||||
|
2021
Q2 | $15.8K | Hold |
205
|
|
||||
|
2021
Q1 | $15.6K | Hold |
205
|
|
||||
|
2020
Q4 | $14.2K | Hold |
205
|
|
||||
|
2020
Q3 | $12.5K | Hold |
205
|
|
||||
|
2020
Q2 | $10.5K | Hold |
205
|
|
||||
|
2020
Q1 | $9K | Hold |
205
|
|
||||
|
2019
Q4 | $10.5K | Buy |
+205
|
|