FFSOTS
Fiduciary Financial Services of The Southwest’s Canadian Pacific Kansas City CP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,605
| Closed | -$230K | – | 145 |
|
|
2015
Q3 | $230K | Hold |
1,605
| – | – | 0.08% | 140 |
|
|
2015
Q2 | $257K | Hold |
1,605
| – | – | 0.08% | 144 |
|
|
2015
Q1 | $293K | Hold |
1,605
| – | – | 0.09% | 142 |
|
|
2014
Q4 | $309K | Buy |
1,605
+105
| +7% | +$20.2K | 0.09% | 139 |
|
|
2014
Q3 | $311K | Hold |
1,500
| – | – | 0.09% | 143 |
|
|
2014
Q2 | $272K | Hold |
1,500
| – | – | 0.08% | 148 |
|
|
2014
Q1 | $226K | Buy |
+1,500
| New | +$226K | 0.07% | 150 |
|