FWM
Frontier Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $211K | Hold |
3,027
| – | – | 0.02% | 359 |
|
|
2022
Q1 | $227K | Sell |
3,027
-29
| -0.9% | -$2.18K | ﹤0.01% | 355 |
|
|
2021
Q4 | $220K | Buy |
+3,056
| New | +$220K | 0.01% | 379 |
|
|
2015
Q3 | – | Sell |
-1,646
| Closed | -$264K | – | 353 |
|
|
2015
Q2 | $264K | Sell |
1,646
-276
| -14% | -$44.3K | 0.04% | 275 |
|
|
2015
Q1 | $351K | Sell |
1,922
-1,572
| -45% | -$287K | 0.06% | 205 |
|
|
2014
Q4 | $673K | Buy |
+3,494
| New | +$673K | 0.13% | 111 |
|