JFS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9K | Buy |
163
+22
| +16% | +$1.74K | ﹤0.01% | 785 |
|
|
2025
Q1 | $9.9K | Sell |
141
-8
| -5% | -$562 | ﹤0.01% | 886 |
|
|
2024
Q4 | $10.8K | Buy |
149
+6
| +4% | +$434 | ﹤0.01% | 828 |
|
|
2024
Q3 | $12.2K | Hold |
143
| – | – | ﹤0.01% | 787 |
|
|
2024
Q2 | $11.3K | Sell |
143
-12
| -8% | -$945 | ﹤0.01% | 761 |
|
|
2024
Q1 | $13.7K | Buy |
155
+2
| +1% | +$176 | ﹤0.01% | 717 |
|
|
2023
Q4 | $12.1K | Buy |
153
+20
| +15% | +$1.58K | ﹤0.01% | 716 |
|
|
2023
Q3 | $9.9K | Buy |
133
+1
| +0.8% | +$74 | ﹤0.01% | 735 |
|
|
2023
Q2 | $10.7K | Buy |
+132
| New | +$10.7K | ﹤0.01% | 711 |
|
|
2023
Q1 | – | Sell |
-138
| Closed | -$10.3K | – | 1963 |
|
|
2022
Q4 | $10.3K | Sell |
138
-45
| -25% | -$3.36K | ﹤0.01% | 700 |
|
|
2022
Q3 | $12K | Sell |
183
-29
| -14% | -$1.9K | ﹤0.01% | 671 |
|
|
2022
Q2 | $15K | Buy |
212
+67
| +46% | +$4.74K | ﹤0.01% | 645 |
|
|
2022
Q1 | $12K | Buy |
145
+109
| +303% | +$9.02K | ﹤0.01% | 733 |
|
|
2021
Q4 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 925 |
|
|
2019
Q2 | – | Sell |
-135
| Closed | -$6K | – | 465 |
|
|
2019
Q1 | $6K | Buy |
+135
| New | +$6K | ﹤0.01% | 381 |
|
|
2018
Q2 | – | Sell |
-60
| Closed | -$2K | – | 481 |
|
|
2018
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 475 |
|
|
2017
Q4 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 482 |
|
|
2016
Q1 | – | Sell |
-170
| Closed | -$4K | – | 635 |
|
|
2015
Q4 | $4K | Buy |
+170
| New | +$4K | ﹤0.01% | 461 |
|