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Donaldson Capital Management’s Canadian Pacific Kansas City CP Stock Holding History

Donaldson Capital Management’s Portfolio CP Stock Details CP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-3,250
Closed -$250K – 262
2021
Q2 		$250K Hold
3,250
– – 0.01% 236
2021
Q1 		$247K Hold
3,250
– – 0.01% 225
2020
Q4 		$225K Buy
+3,250
New +$225K 0.01% 222