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Diversify Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History

Diversify Wealth Management’s Portfolio CP Stock Details CP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,130
Closed -$308K – 514
2024
Q4 		$308K Sell
4,130
-561
-12% -$41.9K 0.02% 427
2024
Q3 		$370K Sell
4,691
-176
-4% -$13.9K 0.04% 363
2024
Q2 		$375K Buy
+4,867
New +$375K 0.05% 323