Forza 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
2023
Q4
Sell
-7,500
Closed -$558K 174
2023
Q3
$558K Hold
7,500
0.29% 104
2023
Q2
$606K Hold
7,500
0.31% 96
2023
Q1
$577K Buy
+7,500
New +$577K 0.3% 101