JNBA Financial 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 | $1.19K | Hold |
15
| – | – | ﹤0.01% | 620 |
|
|
2025
Q1 | $1.05K | Hold |
15
| – | – | ﹤0.01% | 617 |
|
|
2024
Q4 | $1.09K | Hold |
15
| – | – | ﹤0.01% | 616 |
|
|
2024
Q3 | $1.28K | Hold |
15
| – | – | ﹤0.01% | 617 |
|
|
2024
Q2 | $1.18K | Hold |
15
| – | – | ﹤0.01% | 601 |
|
|
2024
Q1 | $1.32K | Hold |
15
| – | – | ﹤0.01% | 619 |
|
|
2023
Q4 | $1.19K | Hold |
15
| – | – | ﹤0.01% | 640 |
|
|
2023
Q3 | $1.12K | Hold |
15
| – | – | ﹤0.01% | 659 |
|
|
2023
Q2 | $1.21K | Buy |
+15
| New | +$1.21K | ﹤0.01% | 644 |
|
|
2022
Q3 | – | Sell |
-209
| Closed | -$15K | – | 696 |
|
|
2022
Q2 | $15K | Hold |
209
| – | – | ﹤0.01% | 437 |
|
|
2022
Q1 | $17K | Hold |
209
| – | – | ﹤0.01% | 429 |
|
|
2021
Q4 | $15K | Buy |
+209
| New | +$15K | ﹤0.01% | 468 |
|
|
2018
Q3 | – | Sell |
-275
| Closed | -$10K | – | 531 |
|
|
2018
Q2 | $10K | Buy |
+275
| New | +$10K | ﹤0.01% | 397 |
|
|
2016
Q4 | – | Sell |
-2,315
| Closed | -$71K | – | 665 |
|
|
2016
Q3 | $71K | Buy |
+2,315
| New | +$71K | 0.01% | 438 |
|