High Net Worth Advisory Group’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
Q1 | – | Sell |
-500
| Closed | -$37.3K | – | 264 |
|
|
2022
Q4 | $37.3K | Hold |
500
| – | – | 0.01% | 366 |
|
|
2022
Q3 | $33K | Hold |
500
| – | – | 0.01% | 394 |
|
|
2022
Q2 | $35K | Hold |
500
| – | – | 0.01% | 372 |
|
|
2022
Q1 | $41K | Sell |
500
-365
| -42% | -$29.9K | 0.01% | 363 |
|
|
2021
Q4 | $62K | Buy |
+865
| New | +$62K | 0.02% | 321 |
|