IA
Insight Advisors’s Canadian Pacific Kansas City CP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,538
| Closed | -$217K | – | 287 |
|
|
2024
Q3 | $217K | Buy |
+2,538
| New | +$217K | 0.04% | 272 |
|
|
2024
Q2 | – | Sell |
-2,888
| Closed | -$255K | – | 291 |
|
|
2024
Q1 | $255K | Hold |
2,888
| – | – | 0.05% | 251 |
|
|
2023
Q4 | $228K | Buy |
2,888
+17
| +0.6% | +$1.34K | 0.05% | 255 |
|
|
2023
Q3 | $214K | Hold |
2,871
| – | – | 0.05% | 252 |
|
|
2023
Q2 | $232K | Sell |
2,871
-270
| -9% | -$21.8K | 0.05% | 252 |
|
|
2023
Q1 | $242K | Sell |
3,141
-1,188
| -27% | -$91.4K | 0.06% | 262 |
|
|
2022
Q4 | $324K | Hold |
4,329
| – | – | 0.11% | 228 |
|
|
2022
Q3 | $289K | Hold |
4,329
| – | – | 0.11% | 220 |
|
|
2022
Q2 | $339K | Sell |
4,329
-1,100
| -20% | -$86.1K | 0.12% | 212 |
|
|
2022
Q1 | $448K | Sell |
5,429
-66
| -1% | -$5.45K | 0.13% | 192 |
|
|
2021
Q4 | $395K | Buy |
5,495
+1,815
| +49% | +$130K | 0.12% | 212 |
|
|
2021
Q3 | $281K | Hold |
3,680
| – | – | 0.08% | 255 |
|
|
2021
Q2 | $270K | Buy |
3,680
+2,824
| +330% | +$207K | 0.08% | 260 |
|
|
2021
Q1 | $320K | Buy |
+856
| New | +$320K | 0.1% | 249 |
|