Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $18.6K | Sell |
250
-62
| -20% | -$4.63K | ﹤0.01% | 677 |
|
|
2022
Q3 | $21K | Buy |
312
+187
| +150% | +$12.6K | 0.01% | 520 |
|
|
2022
Q2 | $8.73K | Hold |
125
| – | – | ﹤0.01% | 682 |
|
|
2022
Q1 | $10K | Buy |
+125
| New | +$10K | ﹤0.01% | 703 |
|
|
2021
Q3 | $8K | Hold |
125
| – | – | ﹤0.01% | 674 |
|
|
2021
Q2 | $10K | Hold |
125
| – | – | ﹤0.01% | 652 |
|
|
2021
Q1 | $9K | Buy |
+125
| New | +$9K | 0.01% | 582 |
|