First Trust Direct Indexing’s Canadian Pacific Kansas City CP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$1.16M Buy
2024
Q2
$868K Buy
2024
Q1
$897K Buy
2023
Q4
$671K Buy
2023
Q3
$625K Buy
2023
Q2
$636K Sell
2023
Q1
$671K Buy
2022
Q4
$572K Sell
2022
Q3
$535K Buy
2022
Q2
$511K Buy
2022
Q1
$596K Sell
2021
Q4
$522K Buy
2021
Q3
$338K Buy
2021
Q2
$381K Buy
2021
Q1
$244K Buy
2020
Q4
$220K Buy