EverSource Wealth Advisors’s Canadian Pacific Kansas City CP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104K | Buy |
1,307
+369
| +39% | +$29.3K | ﹤0.01% | 1182 |
|
|
2025
Q1 | $65.9K | Buy |
938
+422
| +82% | +$29.6K | ﹤0.01% | 1098 |
|
|
2024
Q4 | $37.3K | Buy |
516
+47
| +10% | +$3.4K | ﹤0.01% | 1320 |
|
|
2024
Q3 | $40.1K | Buy |
469
+138
| +42% | +$11.8K | ﹤0.01% | 1158 |
|
|
2024
Q2 | $27.7K | Sell |
331
-5
| -1% | -$419 | ﹤0.01% | 1352 |
|
|
2024
Q1 | $26.4K | Buy |
336
+92
| +38% | +$7.22K | ﹤0.01% | 1235 |
|
|
2023
Q4 | $19.3K | Buy |
244
+39
| +19% | +$3.08K | ﹤0.01% | 1247 |
|
|
2023
Q3 | $15.3K | Sell |
205
-75
| -27% | -$5.58K | ﹤0.01% | 1233 |
|
|
2023
Q2 | $22.6K | Buy |
280
+45
| +19% | +$3.64K | ﹤0.01% | 1113 |
|
|
2023
Q1 | $18.1K | Sell |
235
-7
| -3% | -$539 | ﹤0.01% | 1114 |
|
|
2022
Q4 | $18.1K | Sell |
242
-2
| -0.8% | -$149 | ﹤0.01% | 1095 |
|
|
2022
Q3 | $16K | Buy |
244
+146
| +149% | +$9.57K | ﹤0.01% | 975 |
|
|
2022
Q2 | $7K | Sell |
98
-32
| -25% | -$2.29K | ﹤0.01% | 1144 |
|
|
2022
Q1 | $11K | Sell |
130
-25
| -16% | -$2.12K | ﹤0.01% | 928 |
|
|
2021
Q4 | $11K | Buy |
+155
| New | +$11K | ﹤0.01% | 919 |
|