Icon Wealth Partners’s Canadian Pacific Kansas City CP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $361K | Buy |
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|
2023
Q2 | $371K | Sell |
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|
2023
Q1 | $437K | Buy |
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|
2022
Q2 | $556K | Sell |
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|
2022
Q1 | $750K | Buy |
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|
2021
Q4 | $652K | Buy |
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|
2021
Q3 | $397K | Buy |
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|
2021
Q2 | $419K | Buy |
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|
2021
Q1 | $283K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $10K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $46K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $41K | Buy |
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