Gradient Investments’s Canadian Pacific Kansas City CP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-14
| Closed | -$1.1K | – | 499 |
|
|
2024
Q2 | $1.1K | Hold |
14
| – | – | ﹤0.01% | 1062 |
|
|
2024
Q1 | $1.23K | Sell |
14
-22
| -61% | -$1.94K | ﹤0.01% | 882 |
|
|
2023
Q4 | $2.85K | Hold |
36
| – | – | ﹤0.01% | 1138 |
|
|
2023
Q3 | $2.68K | Hold |
36
| – | – | ﹤0.01% | 1100 |
|
|
2023
Q2 | $2.91K | Sell |
36
-356
| -91% | -$28.8K | ﹤0.01% | 1072 |
|
|
2023
Q1 | $30.2K | Hold |
392
| – | – | ﹤0.01% | 593 |
|
|
2022
Q4 | $29.2K | Sell |
392
-47
| -11% | -$3.51K | ﹤0.01% | 604 |
|
|
2022
Q3 | $29K | Buy |
439
+47
| +12% | +$3.11K | ﹤0.01% | 588 |
|
|
2022
Q2 | $27K | Hold |
392
| – | – | ﹤0.01% | 580 |
|
|
2022
Q1 | $32K | Buy |
392
+142
| +57% | +$11.6K | ﹤0.01% | 550 |
|
|
2021
Q4 | $18K | Hold |
250
| – | – | ﹤0.01% | 678 |
|
|
2021
Q3 | $16K | Hold |
250
| – | – | ﹤0.01% | 678 |
|
|
2021
Q2 | $19K | Hold |
250
| – | – | ﹤0.01% | 645 |
|
|
2021
Q1 | $19K | Buy |
+250
| New | +$19K | ﹤0.01% | 625 |
|
|
2020
Q2 | – | Sell |
-20
| Closed | -$1K | – | 1067 |
|
|
2020
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 977 |
|
|
2019
Q1 | – | Sell |
-20
| Closed | -$1K | – | 890 |
|
|
2018
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 855 |
|
|
2015
Q2 | – | Sell |
-310
| Closed | -$11K | – | 635 |
|
|
2015
Q1 | $11K | Buy |
+310
| New | +$11K | ﹤0.01% | 392 |
|