Capital Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,492
| Closed | -$299K | – | 679 |
|
|
2024
Q3 | $299K | Buy |
3,492
+6
| +0.2% | +$513 | 0.01% | 510 |
|
|
2024
Q2 | $274K | Hold |
3,486
| – | – | 0.01% | 503 |
|
|
2024
Q1 | $307K | Hold |
3,486
| – | – | 0.01% | 477 |
|
|
2023
Q4 | $276K | Hold |
3,486
| – | – | 0.01% | 489 |
|
|
2023
Q3 | $259K | Buy |
+3,486
| New | +$259K | 0.01% | 488 |
|