DFPG Investments’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
Q4 | $222K | Sell |
2,809
-1,685
| -37% | -$133K | 0.02% | 589 |
|
|
2023
Q3 | $327K | Sell |
4,494
-7,418
| -62% | -$540K | 0.03% | 455 |
|
|
2023
Q2 | $962K | Buy |
11,912
+408
| +4% | +$32.9K | 0.09% | 232 |
|
|
2023
Q1 | $885K | Sell |
11,504
-8
| -0.1% | -$616 | 0.1% | 221 |
|
|
2022
Q4 | $890K | Buy |
+11,512
| New | +$890K | 0.15% | 163 |
|