Halpern Financial’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
Q3 | $15.4K | Hold |
185
| – | – | ﹤0.01% | 144 |
|
|
2024
Q2 | $14.6K | Hold |
185
| – | – | ﹤0.01% | 142 |
|
|
2024
Q1 | $16.2K | Hold |
185
| – | – | ﹤0.01% | 146 |
|
|
2023
Q4 | $14.6K | Hold |
185
| – | – | ﹤0.01% | 165 |
|
|
2023
Q3 | $13.8K | Hold |
185
| – | – | ﹤0.01% | 142 |
|
|
2023
Q2 | $14.9K | Hold |
185
| – | – | 0.01% | 128 |
|
|
2023
Q1 | $14.2K | Hold |
185
| – | – | 0.01% | 120 |
|
|
2022
Q4 | $13.8K | Hold |
185
| – | – | 0.01% | 124 |
|
|
2022
Q3 | $12.3K | Hold |
185
| – | – | ﹤0.01% | 134 |
|
|
2022
Q2 | $12.9K | Hold |
185
| – | – | 0.01% | 148 |
|
|
2022
Q1 | $15.3K | Hold |
185
| – | – | 0.01% | 154 |
|
|
2021
Q4 | $13.3K | Hold |
185
| – | – | 0.01% | 167 |
|
|
2021
Q3 | $12K | Hold |
185
| – | – | 0.01% | 164 |
|
|
2021
Q2 | $14.2K | Hold |
185
| – | – | 0.01% | 129 |
|
|
2021
Q1 | $14K | Hold |
185
| – | – | 0.01% | 119 |
|
|
2020
Q4 | $12.8K | Hold |
185
| – | – | 0.01% | 108 |
|
|
2020
Q3 | $11.3K | Hold |
185
| – | – | 0.01% | 107 |
|
|
2020
Q2 | $9.45K | Hold |
185
| – | – | 0.01% | 105 |
|
|
2020
Q1 | $8.13K | Sell |
185
-20
| -10% | -$878 | 0.01% | 95 |
|
|
2019
Q4 | $10.5K | Buy |
+205
| New | +$10.5K | 0.01% | 120 |
|