Daymark 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462K | Buy |
5,834
+1,283
| +28% | +$102K | 0.02% | 366 |
|
|
2025
Q1 | $320K | Sell |
4,551
-488
| -10% | -$34.3K | 0.01% | 405 |
|
|
2024
Q4 | $365K | Buy |
5,039
+473
| +10% | +$34.2K | 0.02% | 376 |
|
|
2024
Q3 | $391K | Buy |
4,566
+52
| +1% | +$4.45K | 0.02% | 379 |
|
|
2024
Q2 | $355K | Sell |
4,514
-128
| -3% | -$10.1K | 0.02% | 375 |
|
|
2024
Q1 | $409K | Buy |
4,642
+69
| +2% | +$6.08K | 0.02% | 289 |
|
|
2023
Q4 | $362K | Sell |
4,573
-5,871
| -56% | -$464K | 0.02% | 289 |
|
|
2023
Q3 | $777K | Sell |
10,444
-10
| -0.1% | -$744 | 0.05% | 194 |
|
|
2023
Q2 | $844K | Sell |
10,454
-708
| -6% | -$57.2K | 0.06% | 182 |
|
|
2023
Q1 | $859K | Sell |
11,162
-79
| -0.7% | -$6.08K | 0.11% | 143 |
|
|
2022
Q4 | $838K | Buy |
+11,241
| New | +$838K | 0.15% | 109 |
|