Crewe 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
Q3 | – | Sell |
-269
| Closed | -$21.2K | – | 770 |
|
|
2024
Q2 | $21.2K | Buy |
269
+250
| +1,316% | +$19.7K | ﹤0.01% | 541 |
|
|
2024
Q1 | $1.68K | Buy |
+19
| New | +$1.68K | ﹤0.01% | 857 |
|
|
2023
Q3 | – | Sell |
-62
| Closed | -$5.01K | – | 657 |
|
|
2023
Q2 | $5.01K | Sell |
62
-674
| -92% | -$54.4K | ﹤0.01% | 462 |
|
|
2023
Q1 | $56.6K | Sell |
736
-578
| -44% | -$44.5K | 0.01% | 296 |
|
|
2022
Q4 | $98K | Sell |
1,314
-46
| -3% | -$3.43K | 0.02% | 219 |
|
|
2022
Q3 | $91K | Buy |
1,360
+242
| +22% | +$16.2K | 0.02% | 238 |
|
|
2022
Q2 | $78K | Buy |
+1,118
| New | +$78K | 0.02% | 240 |
|