CWP
Cyndeo Wealth Partners’s Canadian Pacific Kansas City CP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,389
| Closed | -$204K | – | 447 |
|
|
2024
Q3 | $204K | Buy |
+2,389
| New | +$204K | 0.01% | 430 |
|
|
2024
Q2 | – | Sell |
-4,042
| Closed | -$356K | – | 397 |
|
|
2024
Q1 | $356K | Buy |
4,042
+17
| +0.4% | +$1.5K | 0.03% | 305 |
|
|
2023
Q4 | $318K | Sell |
4,025
-443
| -10% | -$35K | 0.03% | 306 |
|
|
2023
Q3 | $332K | Hold |
4,468
| – | – | 0.03% | 262 |
|
|
2023
Q2 | $361K | Sell |
4,468
-145
| -3% | -$11.7K | 0.04% | 243 |
|
|
2023
Q1 | $355K | Sell |
4,613
-45
| -1% | -$3.46K | 0.04% | 243 |
|
|
2022
Q4 | $347K | Buy |
+4,658
| New | +$347K | 0.04% | 245 |
|