Executive Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-35,819
| Closed | -$3.06M | – | 259 |
|
|
2024
Q3 | $3.06M | Buy |
35,819
+2,113
| +6% | +$181K | 0.24% | 88 |
|
|
2024
Q2 | $2.65M | Buy |
33,706
+862
| +3% | +$67.9K | 0.49% | 44 |
|
|
2024
Q1 | $2.89M | Buy |
32,844
+11,014
| +50% | +$968K | 0.25% | 86 |
|
|
2023
Q4 | $1.73M | Buy |
21,830
+4,385
| +25% | +$347K | 0.16% | 107 |
|
|
2023
Q3 | $1.3M | Buy |
+17,445
| New | +$1.3M | 0.13% | 113 |
|