Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-330
| Closed | -$9K | – | 1251 |
|
|
2016
Q2 | $9K | Hold |
330
| – | – | ﹤0.01% | 782 |
|
|
2016
Q1 | $9K | Hold |
330
| – | – | ﹤0.01% | 714 |
|
|
2015
Q4 | $8K | Sell |
330
-65
| -16% | -$1.58K | ﹤0.01% | 819 |
|
|
2015
Q3 | $11K | Hold |
395
| – | – | ﹤0.01% | 737 |
|
|
2015
Q2 | $13K | Sell |
395
-750
| -66% | -$24.7K | 0.01% | 732 |
|
|
2015
Q1 | $41K | Buy |
+1,145
| New | +$41K | 0.02% | 420 |
|