Dynamic Advisor Solutions’s Canadian Pacific Kansas City CP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,334
| Closed | -$371K | – | 676 |
|
|
2024
Q3 | $371K | Buy |
4,334
+190
| +5% | +$16.3K | 0.01% | 688 |
|
|
2024
Q2 | $326K | Buy |
4,144
+842
| +25% | +$66.3K | 0.01% | 734 |
|
|
2024
Q1 | $291K | Buy |
3,302
+101
| +3% | +$8.9K | 0.01% | 770 |
|
|
2023
Q4 | $252K | Buy |
3,201
+9
| +0.3% | +$708 | 0.01% | 769 |
|
|
2023
Q3 | $237K | Buy |
+3,192
| New | +$237K | 0.01% | 730 |
|