FirstPurpose Wealth’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
Q1 | $230K | Buy |
+2,611
| New | +$230K | 0.08% | 189 |
|
|
2023
Q4 | – | Sell |
-3,399
| Closed | -$253K | – | 214 |
|
|
2023
Q3 | $253K | Buy |
3,399
+154
| +5% | +$11.5K | 0.11% | 164 |
|
|
2023
Q2 | $262K | Buy |
3,245
+110
| +4% | +$8.89K | 0.11% | 161 |
|
|
2023
Q1 | $241K | Sell |
3,135
-108
| -3% | -$8.31K | 0.12% | 155 |
|
|
2022
Q4 | $242K | Buy |
3,243
+225
| +7% | +$16.8K | 0.14% | 145 |
|
|
2022
Q3 | $201K | Buy |
+3,018
| New | +$201K | 0.13% | 142 |
|