DGS Capital Management’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
Q3 | – | Sell |
-2,481
| Closed | -$200K | – | 232 |
|
2023
Q2 | $200K | Sell |
2,481
-121
| -5% | -$9.77K | 0.1% | 213 |
|
2023
Q1 | $200K | Buy |
+2,602
| New | +$200K | 0.11% | 197 |
|
2022
Q2 | – | Sell |
-3,278
| Closed | -$271K | – | 200 |
|
2022
Q1 | $271K | Sell |
3,278
-173
| -5% | -$14.3K | 0.17% | 134 |
|
2021
Q4 | $248K | Buy |
+3,451
| New | +$248K | 0.15% | 124 |
|