JWM
Janiczek Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $174K | Sell |
2,215
-711
| -24% | -$56K | 0.04% | 204 |
|
|
2024
Q1 | $258K | Buy |
2,926
+682
| +30% | +$60.2K | 0.05% | 154 |
|
|
2023
Q4 | $177K | Buy |
2,244
+719
| +47% | +$56.9K | 0.04% | 173 |
|
|
2023
Q3 | $114K | Buy |
1,525
+211
| +16% | +$15.7K | 0.03% | 229 |
|
|
2023
Q2 | $106K | Buy |
1,314
+128
| +11% | +$10.3K | 0.03% | 205 |
|
|
2023
Q1 | $92.7K | Sell |
1,186
-21
| -2% | -$1.64K | 0.03% | 229 |
|
|
2022
Q4 | $94.1K | Buy |
1,207
+81
| +7% | +$6.31K | 0.03% | 233 |
|
|
2022
Q3 | $77K | Sell |
1,126
-312
| -22% | -$21.3K | 0.03% | 242 |
|
|
2022
Q2 | $113K | Buy |
1,438
+1,264
| +726% | +$99.3K | 0.03% | 187 |
|
|
2022
Q1 | $14K | Buy |
174
+152
| +691% | +$12.2K | ﹤0.01% | 513 |
|
|
2021
Q4 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 815 |
|