CPA
Clear Perspective Advisors’s Canadian Pacific Kansas City CP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-278
| Closed | -$65K | – | 158 |
|
2019
Q2 | $65K | Buy |
+278
| New | +$65K | 0.04% | 167 |
|
2018
Q3 | – | Sell |
-278
| Closed | -$51K | – | 194 |
|
2018
Q2 | $51K | Hold |
278
| – | – | 0.04% | 246 |
|
2018
Q1 | $49K | Hold |
278
| – | – | 0.04% | 242 |
|
2017
Q4 | $51K | Hold |
278
| – | – | 0.04% | 230 |
|
2017
Q3 | $47K | Hold |
278
| – | – | 0.04% | 238 |
|
2017
Q2 | $45K | Hold |
278
| – | – | 0.04% | 230 |
|
2017
Q1 | $41K | Hold |
278
| – | – | 0.03% | 225 |
|
2016
Q4 | $40K | Buy |
+278
| New | +$40K | 0.03% | 218 |
|