Center for Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-27
| Closed | -$2.18K | – | 528 |
|
|
2023
Q2 | $2.18K | Hold |
27
| – | – | ﹤0.01% | 489 |
|
|
2023
Q1 | $2.08K | Sell |
27
-8
| -23% | -$616 | ﹤0.01% | 450 |
|
|
2022
Q4 | $2.61K | Hold |
35
| – | – | ﹤0.01% | 446 |
|
|
2022
Q3 | $2K | Hold |
35
| – | – | ﹤0.01% | 518 |
|
|
2022
Q2 | $2K | Hold |
35
| – | – | ﹤0.01% | 463 |
|
|
2022
Q1 | $3K | Hold |
35
| – | – | ﹤0.01% | 453 |
|
|
2021
Q4 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 455 |
|