Concord Wealth Partners’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
Q1 | – | Sell |
-45
| Closed | -$3.39K | – | 1039 |
|
|
2022
Q4 | $3.39K | Buy |
+45
| New | +$3.39K | ﹤0.01% | 841 |
|
|
2022
Q3 | – | Sell |
-45
| Closed | -$3K | – | 342 |
|
|
2022
Q2 | $3K | Hold |
45
| – | – | ﹤0.01% | 924 |
|
|
2022
Q1 | $4K | Hold |
45
| – | – | ﹤0.01% | 947 |
|
|
2021
Q4 | $3K | Buy |
+45
| New | +$3K | ﹤0.01% | 1037 |
|