Evelyn V. Moreno’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 | $449K | Hold |
5,675
| – | – | 0.21% | 82 |
|
|
2023
Q3 | $422K | Buy |
5,675
+2,850
| +101% | +$212K | 0.09% | 86 |
|
|
2023
Q2 | $228K | Hold |
2,825
| – | – | 0.05% | 113 |
|
|
2023
Q1 | $217K | Sell |
2,825
-321
| -10% | -$24.7K | 0.05% | 113 |
|
|
2022
Q4 | $235K | Hold |
3,146
| – | – | 0.05% | 148 |
|
|
2022
Q3 | $210K | Hold |
3,146
| – | – | 0.09% | 138 |
|
|
2022
Q2 | $220K | Hold |
3,146
| – | – | 0.05% | 148 |
|
|
2022
Q1 | $260K | Buy |
+3,146
| New | +$260K | 0.05% | 90 |
|